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Convergence Financial, LLC

Position in V — Visa Inc.

CIK 2034001 COLUMBIA, MO

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$2,480,883
+$263,047 QoQ
Shares Held
7,231
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,181
of 4,501 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 51% Shared 0% None 49%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Convergence Financial, LLC holds $14,819,405 across 5 Credit Services names. V ranks #2 (16.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
7,231 $2,480,883

All Filings in V

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,480,883 7,231
2026-03-31 $2,217,836 7,338
2025-12-31 $1,325,333 3,779
2025-09-30 $1,364,495 3,997
2025-06-30 $1,389,310 3,913
2025-03-31 $1,293,898 3,692
2024-12-31 $1,235,084 3,908
2024-09-30 $1,047,834 3,811
2024-06-30 $1,118,122 4,260
2024-03-31 $362,804 1,300