Position in V
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,055,323
New position
Shares Held
3,076
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,915
of 4,491 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $2,123,317 across 21 Credit Services names. V ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
3,076 | $1,055,323 | |
| 2 | AXP |
American Express Co
|
1,264 | $427,538 | |
| 3 | MA |
Mastercard Inc
|
700 | $359,506 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
3,780 | $67,768 | |
| 5 | COF |
Capital One Financial Corp
|
250 | $50,147 | |
| 6 | SYF |
Synchrony Financial
|
433 | $32,923 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
700 | $30,217 | |
| 8 | ALLY |
Ally Financial Inc.
|
518 | $23,797 |
All Filings in V
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,055,323 | 3,076 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||