BIRCH FINANCIAL GROUP, LLC

Position in V — Visa Inc.

CIK 2083592 KEENE, NH

Position in V

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$643,293

-$244,083 QoQ

Shares Held

1,875

-36.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#3,320

of 4,498 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIRCH FINANCIAL GROUP, LLC holds $22,495,751 across 4 Credit Services names. V ranks #2 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	62,109	$21,008,369
2	V	Visa Inc. This page	1,875	$643,293
3	MA	Mastercard Inc	1,200	$616,320
4	AFRM	Affirm Holdings, Inc.	2,793	$227,769

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,293	1,875	-36.1%	Shares	Sole	2026-07-15
2026-03-31	$887,376	2,936	-25.9%	Shares	Sole	2026-04-17
2025-12-31	$1,389,863	3,963	-9.8%	Shares	Sole	2026-01-15
2025-09-30	$1,499,682	4,393	+13.5%	Shares	Sole	2025-10-31
2025-06-30	$1,374,753	3,872	-3.2%	Shares	Sole	2025-10-31
2025-03-31	$1,401,489	3,999	+15.7%	Shares	Sole	2025-10-31
2024-12-31	$1,091,918	3,455	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.