Position in AGM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,130,730
+$899,250 QoQ
Shares Held
15,711
+4.4% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 258 holders
Holding Since
Mar 2023
14 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 Jun 30, 2026LPL Financial LLC holds $2,245,849,544 across 30 Credit Services names. AGM ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,996,401 | $1,028,035,219 | |
| 2 | MA |
Mastercard Inc
|
1,068,427 | $548,744,107 | |
| 3 | AXP |
American Express Co
|
947,552 | $320,509,464 | |
| 4 | COF |
Capital One Financial Corp
|
611,273 | $122,633,589 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
2,992,786 | $53,660,652 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
608,608 | $26,279,693 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
98,996 | $21,414,814 | |
| 8 | CACC |
Credit Acceptance Corp
|
28,029 | $17,847,185 |
All Filings in AGM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,130,730 | 15,711 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||