Position in V
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,852,195
+$1,118,563 QoQ
Shares Held
25,980
+35.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $20,961,441 across 23 Credit Services names. V ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
25,980 | $7,852,195 | |
| 2 | MA |
Mastercard Inc
|
10,020 | $5,006,593 | |
| 3 | AXP |
American Express Co
|
9,614 | $2,908,042 | |
| 4 | COF |
Capital One Financial Corp
|
13,675 | $2,494,730 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
83,166 | $1,320,676 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,065 | $817,079 | |
| 7 | SYF |
Synchrony Financial
|
1,695 | $115,293 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
4,341 | $111,346 |
All Filings in V
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,852,195 | 25,980 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,733,632 | 19,200 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,544,595 | 19,171 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,773,998 | 19,079 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,706,402 | 19,136 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,799,916 | 21,516 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,848,186 | 21,270 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,445,727 | 20,748 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,800,956 | 20,786 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $5,052,091 | 19,405 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $3,274,192 | 14,235 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,418,762 | 14,396 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,275,482 | 14,528 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,948,529 | 14,192 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,337,163 | 13,156 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,590,284 | 13,156 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $2,522,504 | 11,640 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $4,892,035 | 21,962 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,212,315 | 22,292 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,623,336 | 21,836 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||