Quotient Wealth Partners, LLC

Position in V — Visa Inc.

CIK 2004904 DALLAS, TX

Position in V

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,218,870

+$597,241 QoQ

Shares Held

9,382

+8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,980

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

Quotient Wealth Partners, LLC holds $7,325,803 across 5 Credit Services names. V ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	9,382	$3,218,870
2	MA	Mastercard Inc	3,970	$2,038,992
3	AXP	American Express Co	3,318	$1,122,313
4	COF	Capital One Financial Corp	4,171	$836,786
5	NAVI	Navient Corp	12,790	$108,842

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,218,870	9,382	+8.2%	Shares	Sole	2026-08-03
2026-03-31	$2,621,629	8,674	-7.1%	Shares	Sole	2026-04-16
2025-12-31	$3,275,982	9,341	-2.7%	Shares	Sole	2026-01-22
2025-09-30	$3,278,613	9,604	-7.8%	Shares	Sole	2025-10-10
2025-06-30	$3,699,976	10,421	+1.2%	Shares	Sole	2025-07-29
2025-03-31	$3,609,037	10,298	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$3,229,928	10,220	-2.8%	Shares	Sole	2025-01-28
2024-09-30	$2,889,724	10,510	-8.3%	Shares	Sole	2024-10-09
2024-06-30	$3,007,643	11,459	-27.8%	Shares	Sole	2024-07-24
2024-03-31	$4,430,953	15,877	-27.4%	Shares	Sole	2024-05-14
2023-12-31	$5,692,032	21,863	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.