ROTHSCHILD INVESTMENT LLC

Position in V — Visa Inc.

CIK 85338 CHICAGO, IL

Position in V

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$9,660,799

-$1,329,750 QoQ

Shares Held

31,964

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $20,090,145 across 35 Credit Services names. V ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	31,964	$9,660,799
2	PYPL	PayPal Holdings, Inc.	67,841	$3,068,448
3	AXP	American Express Co	7,875	$2,382,030
4	ALLY	Ally Financial Inc.	42,780	$1,678,259
5	COF	Capital One Financial Corp	7,632	$1,392,305
6	MA	Mastercard Inc	2,542	$1,270,135
7	OMF	OneMain Holdings, Inc.	5,120	$273,868
8	SYF	Synchrony Financial	3,030	$206,100

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,660,799	31,964	+2.0%	Shares	Sole	2026-05-07
2025-12-31	$10,990,549	31,338	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$10,601,214	31,054	+0.8%	Shares	Sole	2025-11-07
2025-06-30	$10,936,250	30,802	+1.5%	Shares	Sole	2025-08-11
2025-03-31	$10,633,306	30,341	-2.3%	Shares	Sole	2025-04-08
2024-12-31	$9,812,409	31,048	-1.8%	Shares	Sole	2025-02-04
2024-09-30	$8,696,393	31,629	+1.5%	Shares	Sole	2024-10-18
2024-06-30	$8,175,940	31,150	+2.1%	Shares	Sole	2024-07-31
2024-03-31	$8,512,777	30,503	+13.2%	Shares	Sole	2024-07-31
2023-12-31	$7,018,254	26,957	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.