Provenance Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 2081584 FORT LAUDERDALE, FL

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$876,594

+$117,670 QoQ

Shares Held

2,555

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#3,072

of 4,501 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $2,365,101 across 6 Credit Services names. V ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	3,085	$1,043,501
2	V	Visa Inc. This page	2,555	$876,594
3	WU	Western Union CO	32,000	$246,400
4	MA	Mastercard Inc	295	$151,512
5	SOFI	SoFi Technologies, Inc.	2,000	$35,860
6	COF	Capital One Financial Corp	56	$11,234

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$876,594	2,555	+1.8%	Shares	Sole	2026-07-24
2026-03-31	$758,924	2,511	+324.9%	Shares	Sole	2026-04-20
2025-12-31	$207,269	591	-76.5%	Shares	Sole	2026-01-26
2025-09-30	$857,205	2,511	0.0%	Shares	Sole	2025-11-12
2025-06-30	$891,530	2,511	-28.6%	Shares	Sole	2025-08-15
2025-03-31	$1,233,268	3,519	-52.5%	Shares	Sole	2025-08-15
2024-12-31	$2,342,172	7,411	+183.8%	Shares	Sole	2025-08-15
2024-09-30	$717,894	2,611	+579.9%	Shares	Sole	2025-08-15
2024-06-30	$100,788	384	-83.3%	Shares	Sole	2025-08-15
2024-03-31	$643,000	2,304	+500.0%	Shares	Sole	2025-08-15
2023-12-31	$99,974	384	+163.0%	Shares	Sole	2025-08-15
2023-09-30	$33,581	146	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.