Position in V
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,872,074
-$350,024 QoQ
Shares Held
6,194
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Brown Financial Advisors holds $2,914,806 across 2 Credit Services names. V ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
6,194 | $1,872,074 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
23,054 | $1,042,732 |
All Filings in V
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,872,074 | 6,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,222,098 | 6,336 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,444,280 | 7,160 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,531,506 | 7,130 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,551,699 | 7,281 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,309,936 | 7,309 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,560,891 | 5,677 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,344,633 | 5,123 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||