Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$729,066
+$80,157 QoQ
Shares Held
2,125
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#3,221
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, 2026Charter Capital Management, LLC\DE holds $946,136 across 2 Credit Services names. V ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
2,125 | $729,066 | |
| 2 | COF |
Capital One Financial Corp
|
1,082 | $217,070 |
All Filings in V
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,066 | 2,125 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $648,909 | 2,147 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $752,623 | 2,146 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $758,204 | 2,221 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $788,566 | 2,221 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||