Position in V
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,225,280
-$194,394 QoQ
Shares Held
4,054
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Coordinated Financial Services, Inc. holds $1,528,588 across 2 Credit Services names. V ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
4,054 | $1,225,280 | |
| 2 | SOFI |
SoFi Technologies, Inc.
|
19,100 | $303,308 |
All Filings in V
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,225,280 | 4,054 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,419,674 | 4,048 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,405,120 | 4,116 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,501,506 | 4,229 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $1,385,519 | 4,384 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||