Position in V
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,638,149
+$6,977,350 QoQ
Shares Held
48,495
+51.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#995
of 4,517 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $32,110,879 across 36 Credit Services names. V ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
48,495 | $16,638,149 | |
| 2 | COF |
Capital One Financial Corp
|
20,342 | $4,081,012 | |
| 3 | ALLY |
Ally Financial Inc.
|
58,303 | $2,679,022 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
60,846 | $2,627,330 | |
| 5 | AXP |
American Express Co
|
7,566 | $2,559,199 | |
| 6 | MA |
Mastercard Inc
|
2,696 | $1,384,665 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
22,282 | $1,358,533 | |
| 8 | SYF |
Synchrony Financial
|
2,834 | $215,525 |
All Filings in V
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,638,149 | 48,495 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,660,799 | 31,964 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,990,549 | 31,338 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,601,214 | 31,054 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,936,250 | 30,802 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,633,306 | 30,341 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $9,812,409 | 31,048 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,696,393 | 31,629 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,175,940 | 31,150 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,512,777 | 30,503 | 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. | ||||||