Position in V
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$368,821
+$59,328 QoQ
Shares Held
1,075
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,763
of 4,501 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $3,294,683 across 2 Credit Services names. V ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
8,650 | $2,925,862 | |
| 2 | V |
Visa Inc.
This page
|
1,075 | $368,821 |
All Filings in V
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,821 | 1,075 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $309,493 | 1,024 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $359,127 | 1,024 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $349,573 | 1,024 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $363,571 | 1,024 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||