Finivi Inc.

Position in V — Visa Inc.

CIK 2101641 WESTBOROUGH, MA

Position in V

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,009,713

+$126,568 QoQ

Shares Held

2,943

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,945

of 4,501 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Finivi Inc. holds $1,622,532 across 3 Credit Services names. V ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,943	$1,009,713
2	COF	Capital One Financial Corp	2,005	$402,243
3	MA	Mastercard Inc	410	$210,576

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,713	2,943	+0.7%	Shares	Sole	2026-07-09
2026-03-31	$883,145	2,922	+5.1%	Shares	Sole	2026-04-10
2025-12-31	$974,973	2,780	-2.1%	Shares	Sole	2026-01-27
2025-09-30	$969,860	2,841	+0.4%	Shares	Sole	2025-12-19
2025-06-30	$1,004,436	2,829	+102.2%	Shares	Sole	2025-12-19
2025-03-31	$490,293	1,399	+9.4%	Shares	Sole	2025-12-19
2024-12-31	$404,215	1,279	-1.2%	Shares	Sole	2025-12-19
2024-09-30	$355,785	1,294	-40.3%	Shares	Sole	2025-12-19
2024-06-30	$568,510	2,166	+1.2%	Shares	Sole	2025-12-19
2024-03-31	$597,231	2,140	+10.2%	Shares	Sole	2025-12-19
2023-12-31	$505,599	1,942	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.