KLINGENSTEIN FIELDS & CO LP

Position in V — Visa Inc.

CIK 859872 NEW YORK, NY

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$639,176

+$141,689 QoQ

Shares Held

1,863

+13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,328

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KLINGENSTEIN FIELDS & CO LP holds $25,228,117 across 4 Credit Services names. V ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PYPL	PayPal Holdings, Inc.	307,913	$13,295,683
2	AXP	American Express Co	29,236	$9,889,076
3	MA	Mastercard Inc	2,734	$1,404,182
4	V	Visa Inc. This page	1,863	$639,176

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,176	1,863	+13.2%	Shares	Sole	2026-08-05
2026-03-31	$497,487	1,646	+29.0%	Shares	Sole	2026-05-13
2025-12-31	$447,505	1,276	0.0%	Shares	Sole	2026-02-13
2025-09-30	$435,600	1,276	0.0%	Shares	Sole	2025-11-14
2025-06-30	$453,043	1,276	0.0%	Shares	Sole	2025-07-30
2025-03-31	$447,186	1,276	+2.5%	Shares	Sole	2025-04-28
2024-12-31	$393,469	1,245	-6.0%	Shares	Sole	2025-01-30
2024-09-30	$364,308	1,325	0.0%	Shares	Sole	2024-10-29
2024-06-30	$347,772	1,325	0.0%	Shares	Sole	2024-08-01
2024-03-31	$369,781	1,325	-0.5%	Shares	Sole	2024-04-29
2023-12-31	$346,786	1,332	0.0%	Shares	Sole	2024-02-01
2023-09-30	$306,373	1,332	-97.6%	Shares	Sole	2023-10-27
2023-06-30	$13,369,648	56,298	-3.6%	Shares	Defined	2023-08-01
2023-03-31	$13,173,401	58,429	-1.0%	Shares	Defined	2023-04-28
2022-12-31	$12,256,177	58,992	-0.6%	Shares	Defined	2023-02-02
2022-09-30	$10,548,145	59,376	-1.1%	Shares	Defined	2022-10-28
2022-06-30	$11,821,668	60,042	+3.8%	Shares	Defined	2022-08-01
2022-03-31	$12,829,394	57,850	+7.7%	Shares	Defined	2022-04-27
2021-12-31	$11,641,227	53,718	+256.4%	Shares	Defined	2022-01-31
2021-09-30	$3,357,288	15,072	+7.9%	Shares	Sole	2021-10-26
2021-06-30	$3,265,997	13,968	+31.5%	Shares	Sole	2021-07-26
2021-03-31	$2,249,631	10,625	-12.0%	Shares	Sole	2021-04-29
2020-12-31	$2,641,164	12,075	-7.6%	Shares	Sole	2021-02-02
2020-09-30	$2,614,607	13,075	-4.7%	Shares	Sole	2020-10-30
2020-06-30	$2,649,519	13,716	-7.1%	Shares	Sole	2020-08-03
2020-03-31	$2,377,970	14,759	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.