Position in V
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,018,634
+$110,403 QoQ
Shares Held
2,969
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,939
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,766,472 across 7 Credit Services names. V ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
2,969 | $1,018,634 | |
| 2 | COF |
Capital One Financial Corp
|
1,237 | $248,166 | |
| 3 | MA |
Mastercard Inc
|
475 | $243,960 | |
| 4 | AXP |
American Express Co
|
611 | $206,670 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
653 | $28,196 | |
| 6 | SYF |
Synchrony Financial
|
272 | $20,685 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9 | $161 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,634 | 2,969 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $908,231 | 3,005 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,066,509 | 3,041 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $988,977 | 2,897 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,065,505 | 3,001 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,051,380 | 3,000 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $951,596 | 3,011 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $827,874 | 3,011 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $790,297 | 3,011 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $840,309 | 3,011 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $776,103 | 2,981 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $663,348 | 2,884 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $763,973 | 3,217 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $747,850 | 3,317 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $627,642 | 3,021 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $531,884 | 2,994 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $589,488 | 2,994 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $596,117 | 2,688 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $437,320 | 2,018 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $449,286 | 2,017 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $380,658 | 1,628 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $368,410 | 1,740 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $336,844 | 1,540 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $307,953 | 1,540 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $322,980 | 1,672 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $269,392 | 1,672 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||