NEVILLE RODIE & SHAW INC

Position in V — Visa Inc.

CIK 71210 NEW YORK, NY

Position in V

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

Position Value

$32,665,598

+$2,183,788 QoQ

Shares Held

95,210

-5.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#691

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $54,471,279 across 3 Credit Services names. V ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	95,210	$32,665,598
2	AXP	American Express Co	62,242	$21,053,356
3	COF	Capital One Financial Corp	3,750	$752,325

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,665,598	95,210	-5.6%	Shares	Sole	2026-07-06
2026-03-31	$30,481,810	100,853	-6.0%	Shares	Sole	2026-04-01
2025-12-31	$37,611,192	107,243	-0.7%	Shares	Sole	2026-01-06
2025-09-30	$36,864,942	107,988	-11.2%	Shares	Other	2025-10-01
2025-06-30	$43,164,848	121,574	-0.2%	Shares	Sole	2025-07-02
2025-03-31	$42,698,994	121,837	-2.0%	Shares	Sole	2025-04-01
2024-12-31	$39,276,819	124,278	-0.1%	Shares	Sole	2025-01-06
2024-09-30	$34,213,677	124,436	-1.2%	Shares	Sole	2024-10-01
2024-06-30	$33,059,145	125,954	-0.7%	Shares	Sole	2024-07-01
2024-03-31	$35,404,925	126,863	+3.3%	Shares	Sole	2024-04-09
2023-12-31	$31,967,594	122,787	+5.0%	Shares	Sole	2024-01-02
2023-09-30	$26,895,068	116,930	-0.4%	Shares	Sole	2023-10-10
2023-06-30	$27,890,600	117,444	+0.2%	Shares	Sole	2023-07-06
2023-03-31	$26,413,314	117,153	+4.8%	Shares	Sole	2023-04-04
2022-12-31	$23,228,190	111,803	-0.5%	Shares	Sole	2023-01-03
2022-09-30	$19,968,925	112,406	-1.2%	Shares	Sole	2022-10-04
2022-06-30	$22,395,645	113,747	-1.1%	Shares	Sole	2022-07-06
2022-03-31	$25,511,090	115,034	+1.6%	Shares	Sole	2022-04-05
2021-12-31	$24,536,122	113,221	-3.8%	Shares	Sole	2022-01-05
2021-09-30	$26,205,423	117,645	-1.4%	Shares	Sole	2021-10-06
2021-06-30	$27,888,412	119,273	-0.9%	Shares	Sole	2021-07-06
2021-03-31	$25,487,633	120,378	-2.0%	Shares	Sole	2021-04-08
2020-12-31	$26,869,667	122,844	-0.6%	Shares	Sole	2021-03-04
2020-09-30	$24,707,693	123,557	-0.1%	Shares	Sole	2020-10-01
2020-06-30	$23,901,889	123,735	+0.4%	Shares	Sole	2020-07-15
2020-03-31	$19,866,578	123,303	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.