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MCCARTER PRIVATE WEALTH SERVICES LLC

Position in V — Visa Inc.

CIK 2036922 Boston, MA

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,314,377
-$97,687 QoQ
Shares Held
3,831
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,718
of 4,501 holders
Holding Since
Sep 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 Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $9,029,189 across 4 Credit Services names. V ranks #3 (14.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 V
Visa Inc.
This page
3,831 $1,314,377

All Filings in V

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,314,377 3,831
2026-03-31 $1,412,064 4,672
2025-12-31 $1,451,938 4,140
2025-09-30 $1,395,219 4,087
2025-06-30 $1,438,662 4,052
2025-03-31 $1,491,557 4,256
2024-12-31 $1,327,683 4,201
2024-09-30 $1,096,775 3,989