Global Financial Private Client, LLC

Position in V — Visa Inc.

CIK 2023568 Sarasota, FL

Position in V

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$584,625

+$107,692 QoQ

Shares Held

1,704

+8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#3,401

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 20% None 0%

Financial Services · as of Jun 30, 2026

Global Financial Private Client, LLC holds $2,375,868 across 6 Credit Services names. V ranks #1 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,704	$584,625
2	MA	Mastercard Inc	904	$464,293
3	AXP	American Express Co	1,322	$447,166
4	SOFI	SoFi Technologies, Inc.	17,226	$308,861
5	COF	Capital One Financial Corp	1,469	$294,710
6	SYF	Synchrony Financial	3,632	$276,213

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,625	1,704	+8.0%	Shares	Other	2026-07-20
2026-03-31	$476,933	1,578	+0.3%	Shares	Other	2026-04-20
2025-12-31	$552,017	1,574	+4.0%	Shares	Other	2026-01-27
2025-09-30	$516,848	1,514	-3.6%	Shares	Sole	2025-10-21
2025-06-30	$557,427	1,570	+7.8%	Shares	Other	2025-07-10
2025-03-31	$510,269	1,456	+21.6%	Shares	Sole	2025-04-08
2024-12-31	$378,299	1,197	+2.0%	Shares	Sole	2025-01-14
2024-09-30	$322,791	1,174	-80.5%	Shares	Sole	2024-10-07
2024-06-30	$1,576,657	6,007	-1.0%	Shares	Sole	2024-07-29
2024-03-31	$1,693,736	6,069	-0.4%	Shares	Sole	2024-05-16
2023-12-31	$1,586,052	6,092	+25.1%	Shares	Sole	2024-05-16
2023-09-30	$1,119,918	4,869	-3.5%	Shares	Sole	2024-05-16
2023-06-30	$1,198,324	5,046	+248.5%	Shares	Sole	2024-05-16
2023-03-31	$326,466	1,448	+6.2%	Shares	Sole	2024-05-16
2022-12-31	$283,384	1,364	+0.7%	Shares	Sole	2024-05-16
2022-09-30	$240,538	1,354	+10.0%	Shares	Sole	2024-05-16
2022-06-30	$242,371	1,231	-8.3%	Shares	Sole	2024-05-16
2022-03-31	$297,615	1,342	-79.4%	Shares	Sole	2024-05-16
2021-12-31	$1,414,466	6,527	+9.4%	Shares	Sole	2024-05-16
2021-09-30	$1,328,926	5,966	+2.3%	Shares	Sole	2024-05-16
2021-06-30	$1,363,638	5,832	+26.6%	Shares	Sole	2024-05-16
2021-03-31	$975,440	4,607	+4.3%	Shares	Sole	2024-05-16
2020-12-31	$966,349	4,418	-7.3%	Shares	Sole	2024-05-16
2020-09-30	$953,456	4,768	+3.8%	Shares	Sole	2024-05-16
2020-06-30	$887,229	4,593	+0.6%	Shares	Sole	2024-05-16
2020-03-31	$735,673	4,566	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.