Position in V
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$48,062,791
+$2,688,105 QoQ
Shares Held
140,088
-6.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#563
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $113,739,726 across 22 Credit Services names. V ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
102,035 | $52,405,175 | |
| 2 | V |
Visa Inc.
This page
|
140,088 | $48,062,791 | |
| 3 | AXP |
American Express Co
|
26,157 | $8,847,605 | |
| 4 | COF |
Capital One Financial Corp
|
12,990 | $2,606,053 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
32,587 | $584,284 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
8,601 | $371,390 | |
| 7 | SYF |
Synchrony Financial
|
3,399 | $258,493 | |
| 8 | ALLY |
Ally Financial Inc.
|
3,610 | $165,878 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,062,791 | 140,088 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,374,686 | 150,128 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $57,181,862 | 163,046 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $54,094,391 | 158,458 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $63,044,097 | 177,564 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $57,258,855 | 163,382 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $46,251,189 | 146,346 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $40,020,071 | 145,554 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $39,094,118 | 148,947 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $43,475,640 | 155,782 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $82,410,147 | 316,536 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $71,113,111 | 309,174 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $66,112,056 | 278,390 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $63,071,082 | 279,744 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $55,598,444 | 267,609 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $48,429,698 | 272,613 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $54,458,001 | 276,591 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $57,818,099 | 260,712 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $54,883,540 | 253,258 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $14,931,377 | 67,032 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $15,376,469 | 65,762 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,898,168 | 65,641 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $14,041,590 | 64,196 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $13,677,547 | 68,398 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $13,212,441 | 68,398 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,967,633 | 43,245 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||