Birchwood Financial Partners, Inc.

Position in V — Visa Inc.

CIK 2110062 BLOOMINGTON, MN

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$68,274

+$7,826 QoQ

Shares Held

199

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#4,367

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

Birchwood Financial Partners, Inc. holds $366,602 across 6 Credit Services names. V ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	344	$176,678
2	V	Visa Inc. This page	199	$68,274
3	COF	Capital One Financial Corp	330	$66,204
4	AXP	American Express Co	133	$44,987
5	PYPL	PayPal Holdings, Inc.	126	$5,440
6	SYF	Synchrony Financial	66	$5,019

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,274	199	-0.5%	Shares	Sole	2026-08-06
2026-03-31	$60,448	200	0.0%	Shares	Sole	2026-05-05
2025-12-31	$70,142	200	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.