Optimize Financial Inc

Position in V — Visa Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in V

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$453,662

-$19,445 QoQ

Shares Held

1,501

+11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Optimize Financial Inc holds $2,835,556 across 6 Credit Services names. V ranks #6 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFH	Bread Financial Holdings, Inc.	6,596	$493,974
2	ALLY	Ally Financial Inc.	12,513	$490,884
3	AXP	American Express Co	1,582	$478,523
4	COF	Capital One Financial Corp	2,537	$462,824
5	MA	Mastercard Inc	912	$455,689
6	V	Visa Inc. This page	1,501	$453,662

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$453,662	1,501	+11.3%	Shares	Sole	2026-05-12
2025-12-31	$473,107	1,349	-0.2%	Shares	Sole	2026-02-09
2025-09-30	$461,545	1,352	+27.1%	Shares	Sole	2025-11-05
2025-06-30	$377,773	1,064	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$374,992	1,070	-10.3%	Shares	Sole	2025-05-19
2024-12-31	$377,035	1,193	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.