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TCFG Investment Advisors, LLC

Position in V — Visa Inc.

CIK 2121836 LAGUNA NIGUEL, CA

Position in V

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$3,039,777
+$231,968 QoQ
Shares Held
8,860
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#2,031
of 4,522 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

TCFG Investment Advisors, LLC holds $3,785,254 across 3 Credit Services names. V ranks #1 (80.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
8,860 $3,039,777

All Filings in V

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,039,777 8,860
2026-03-31 $2,807,809 9,290