Position in V
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,250,950
+$1,707,118 QoQ
Shares Held
32,793
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,181
of 4,491 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. V ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
32,793 | $11,250,950 | |
| 2 | MA |
Mastercard Inc
|
9,082 | $4,664,515 | |
| 3 | AXP |
American Express Co
|
12,504 | $4,229,478 | |
| 4 | COF |
Capital One Financial Corp
|
16,582 | $3,326,680 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
81,145 | $1,454,929 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,045 | $574,519 | |
| 7 | SEZL |
Sezzle Inc.
|
2,796 | $479,877 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
9,899 | $427,438 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,250,950 | 32,793 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,543,832 | 31,577 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,471,373 | 32,709 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $11,178,488 | 32,745 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $11,641,379 | 32,788 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $11,961,199 | 34,130 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $10,762,426 | 34,054 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $8,279,294 | 30,112 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $8,884,347 | 33,849 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $9,952,550 | 35,662 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $8,581,136 | 32,960 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $6,966,542 | 30,288 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $6,986,661 | 29,420 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $6,213,903 | 27,561 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $5,704,050 | 27,455 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $5,005,999 | 28,179 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $6,396,759 | 32,489 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $6,873,539 | 30,994 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $6,974,377 | 32,183 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $6,612,333 | 29,685 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $6,064,121 | 25,935 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $5,104,386 | 24,108 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $5,141,904 | 23,508 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $4,765,485 | 23,831 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $4,315,224 | 22,339 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $3,285,720 | 20,393 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||