Position in V
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$280,647
+$45,505 QoQ
Shares Held
818
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,976
of 4,498 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,965,328 across 7 Credit Services names. V ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
3,235 | $649,005 | |
| 2 | AXP |
American Express Co
|
1,738 | $587,878 | |
| 3 | MA |
Mastercard Inc
|
712 | $365,683 | |
| 4 | V |
Visa Inc.
This page
|
818 | $280,647 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
983 | $80,163 | |
| 6 | SYF |
Synchrony Financial
|
20 | $1,521 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
10 | $431 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,647 | 818 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $235,142 | 778 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $280,217 | 799 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $266,959 | 782 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $279,779 | 788 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $276,512 | 789 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $235,449 | 745 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $103,656 | 377 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $231,498 | 882 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $251,172 | 900 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $227,285 | 873 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $187,688 | 816 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $173,597 | 731 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $158,047 | 701 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $141,069 | 679 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $118,670 | 668 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $131,325 | 667 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $87,155 | 393 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $85,167 | 393 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $36,085 | 162 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $56,584 | 242 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $51,238 | 242 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $66,056 | 302 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $62,790 | 314 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $80,551 | 417 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $80,721 | 501 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||