Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,545,001
-$2,772,356 QoQ
Shares Held
71,541
-20.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#804
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, 2026Clearstead Advisors, LLC holds $74,684,282 across 31 Credit Services names. V ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,433 | $29,497,588 | |
| 2 | V |
Visa Inc.
This page
|
71,541 | $24,545,001 | |
| 3 | AXP |
American Express Co
|
44,009 | $14,886,044 | |
| 4 | COF |
Capital One Financial Corp
|
16,176 | $3,245,229 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
22,146 | $956,264 | |
| 6 | SYF |
Synchrony Financial
|
9,174 | $697,682 | |
| 7 | WU |
Western Union CO
|
34,560 | $266,112 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
13,860 | $248,509 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,545,001 | 71,541 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $27,317,357 | 90,383 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,029,372 | 65,665 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $21,129,715 | 61,895 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,447,860 | 60,408 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,575,368 | 61,563 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,365,617 | 64,440 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,624,844 | 64,102 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,903,068 | 64,400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,422,465 | 40,929 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,715,745 | 41,159 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,021,305 | 43,569 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,113,295 | 38,375 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,454,609 | 33,064 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,119,155 | 29,453 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,297,167 | 29,818 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,754,311 | 34,305 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,545,280 | 34,023 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,522,104 | 30,096 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,429,010 | 28,862 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,610,325 | 28,271 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,955,329 | 28,127 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,869,400 | 26,834 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,758,086 | 23,794 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,055,024 | 20,992 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,098,749 | 13,026 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||