Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,791,338
+$1,220,831 QoQ
Shares Held
25,624
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,308
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $219,491,328 across 10 Credit Services names. V ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
340,541 | $174,901,857 | |
| 2 | AXP |
American Express Co
|
101,386 | $34,293,814 | |
| 3 | V |
Visa Inc.
This page
|
25,624 | $8,791,338 | |
| 4 | COF |
Capital One Financial Corp
|
3,307 | $663,450 | |
| 5 | SYF |
Synchrony Financial
|
5,584 | $424,663 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,949 | $300,057 | |
| 7 | WU |
Western Union CO
|
11,404 | $87,810 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,505 | $26,984 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,791,338 | 25,624 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,570,507 | 25,048 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,007,635 | 25,684 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,632,134 | 25,286 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $9,198,990 | 25,909 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,885,562 | 25,354 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,003,396 | 25,324 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,079,687 | 25,749 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,830,781 | 26,025 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,225,381 | 25,890 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,491,827 | 24,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,658,476 | 24,601 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,360,398 | 22,572 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $3,165,683 | 14,041 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,958,710 | 14,241 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,586,761 | 14,561 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,948,624 | 14,976 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,298,828 | 14,875 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $3,396,929 | 15,675 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,319,866 | 14,904 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $3,417,513 | 14,616 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $3,047,218 | 14,392 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $3,127,182 | 14,297 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $2,897,365 | 14,489 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $2,768,705 | 14,333 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $2,221,844 | 13,790 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||