Position in AGM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,231,480
+$310,569 QoQ
Shares Held
15,042
+37.5% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,989,664,437 across 32 Credit Services names. AGM ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,928,554 | $885,126,160 | |
| 2 | MA |
Mastercard Inc
|
1,063,367 | $531,321,955 | |
| 3 | AXP |
American Express Co
|
912,858 | $276,121,287 | |
| 4 | COF |
Capital One Financial Corp
|
638,791 | $116,534,642 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
2,975,037 | $47,243,587 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
694,461 | $31,410,471 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
105,016 | $19,743,008 | |
| 8 | CACC |
Credit Acceptance Corp
|
31,282 | $13,246,675 |
All Filings in AGM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,231,480 | 15,042 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,920,911 | 10,941 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,345,183 | 8,008 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,443,500 | 7,430 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,500,267 | 8,001 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,731,781 | 8,793 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,484,099 | 7,919 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,539,682 | 8,515 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,674,267 | 8,504 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,390,551 | 7,272 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,111,577 | 7,204 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $434,957 | 3,026 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $452,446 | 3,397 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||