Position in V
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,469,734
+$914,719 QoQ
Shares Held
30,516
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,210
of 4,498 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Caldwell Trust Co holds $29,534,547 across 7 Credit Services names. V ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
23,948 | $12,299,692 | |
| 2 | V |
Visa Inc.
This page
|
30,516 | $10,469,734 | |
| 3 | AXP |
American Express Co
|
18,631 | $6,301,935 | |
| 4 | COF |
Capital One Financial Corp
|
2,082 | $417,690 | |
| 5 | WU |
Western Union CO
|
4,148 | $31,939 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
39 | $7,771 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
134 | $5,786 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,469,734 | 30,516 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,555,015 | 31,614 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,143,108 | 31,773 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,848,373 | 31,778 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,295,560 | 31,814 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $10,216,960 | 29,153 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $9,359,524 | 29,615 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $8,342,807 | 30,343 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $8,018,196 | 30,549 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $8,544,871 | 30,618 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $8,118,233 | 31,182 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $7,260,265 | 31,565 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $7,610,046 | 32,045 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $7,218,101 | 32,015 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $6,832,395 | 32,886 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $5,921,429 | 33,332 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $6,768,290 | 34,376 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $7,589,412 | 34,222 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $7,343,868 | 33,888 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $7,443,859 | 33,418 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $7,592,369 | 32,471 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $6,705,489 | 31,670 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $6,892,838 | 31,513 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $6,292,056 | 31,465 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $6,296,182 | 32,594 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $5,091,714 | 31,602 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||