Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$656,331
+$78,146 QoQ
Shares Held
1,913
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#3,299
of 4,491 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $1,063,096 across 8 Credit Services names. V ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
1,913 | $656,331 | |
| 2 | AXP |
American Express Co
|
877 | $296,645 | |
| 3 | COF |
Capital One Financial Corp
|
286 | $57,377 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
625 | $26,987 | |
| 5 | SYF |
Synchrony Financial
|
231 | $17,567 | |
| 6 | MA |
Mastercard Inc
|
10 | $5,136 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
28 | $3,033 | |
| 8 | KLAR |
Klarna Group plc
|
1 | $20 |
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,331 | 1,913 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $578,185 | 1,913 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $905,182 | 2,581 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,134,064 | 3,322 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,189,062 | 3,349 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,172,989 | 3,347 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $490,494 | 1,552 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $394,553 | 1,435 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $343,835 | 1,310 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $329,314 | 1,180 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,775 | 1,186 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||