PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in V — Visa Inc.

CIK 2145782 WALTHAM, MA

Position in V

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$699,903

+$442,395 QoQ

Shares Held

2,040

+139.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#3,245

of 4,498 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,132,858 across 6 Credit Services names. V ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	2,040	$699,903
2	SOFI	SoFi Technologies, Inc.	13,606	$243,955
3	AXP	American Express Co	345	$116,696
4	MA	Mastercard Inc	73	$37,492
5	COF	Capital One Financial Corp	152	$30,494
6	PYPL	PayPal Holdings, Inc.	100	$4,318

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,903	2,040	+139.4%	Shares	Sole	2026-08-07
2026-03-31	$257,508	852	-17.0%	Shares	Sole	2026-08-07
2025-12-31	$359,828	1,026	+23.3%	Shares	Sole	2026-08-07
2025-09-30	$284,028	832	-2.1%	Shares	Sole	2026-08-07
2025-06-30	$301,792	850	+19.5%	Shares	Sole	2026-08-07
2025-03-31	$249,177	711	+16.6%	Shares	Sole	2026-08-07
2024-12-31	$192,784	610	+1.2%	Shares	Sole	2026-08-07
2024-09-30	$165,794	603	-39.5%	Shares	Sole	2026-08-07
2024-06-30	$261,682	997	0.0%	Shares	Sole	2026-08-07
2024-03-31	$278,242	997	+99.4%	Shares	Sole	2026-08-07
2023-12-31	$130,175	500	+733.3%	Shares	Sole	2026-08-07
2023-09-30	$13,800	60	-96.9%	Shares	Sole	2026-08-07
2023-06-30	$14,249	1,952	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.