Nvest Wealth Strategies, Inc.

Position in V — Visa Inc.

CIK 2106942 POWELL, OH

Position in V

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$12,007

+$2,337 QoQ

Shares Held

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#4,462

of 4,498 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $29,328 across 5 Credit Services names. V ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	71	$14,244
2	V	Visa Inc. This page	35	$12,007
3	SOFI	SoFi Technologies, Inc.	100	$1,793
4	AXP	American Express Co	2	$676
5	SYF	Synchrony Financial	8	$608

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,007	35	+9.4%	Shares	Sole	2026-07-10
2026-03-31	$9,670	32	+10.3%	Shares	Sole	2026-04-13
2025-12-31	$10,170	29	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.