Lewis Asset Management, LLC

Position in V — Visa Inc.

CIK 2004520 LAFAYETTE, CA

Position in V

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,818,377

+$382,435 QoQ

Shares Held

5,300

+11.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#2,431

of 4,498 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lewis Asset Management, LLC holds $5,978,355 across 5 Credit Services names. V ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	9,314	$1,868,574
2	V	Visa Inc. This page	5,300	$1,818,377
3	AXP	American Express Co	4,020	$1,359,765
4	MA	Mastercard Inc	1,011	$519,249
5	SOFI	SoFi Technologies, Inc.	23,000	$412,390

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,818,377	5,300	+11.6%	Shares	Sole	2026-07-21
2026-03-31	$1,435,942	4,751	+10.2%	Shares	Sole	2026-04-21
2025-12-31	$1,512,612	4,313	+0.5%	Shares	Sole	2026-01-15
2025-09-30	$1,464,861	4,291	+4.9%	Shares	Sole	2025-10-20
2025-06-30	$1,452,864	4,092	+74.8%	Shares	Sole	2025-07-14
2025-03-31	$820,426	2,341	+1.3%	Shares	Sole	2025-05-05
2024-12-31	$730,052	2,310	-0.8%	Shares	Sole	2025-01-23
2024-09-30	$640,358	2,329	+7.2%	Shares	Sole	2024-10-31
2024-06-30	$570,084	2,172	-1.3%	Shares	Sole	2024-07-30
2024-03-31	$614,255	2,201	-0.4%	Shares	Sole	2024-05-01
2023-12-31	$575,373	2,210	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.