Position in AGM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,017,965
-$1,298,563 QoQ
Shares Held
40,566
-2.7% QoQ
Ownership
0.374%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026BARCLAYS PLC holds $5,695,990,578 across 42 Credit Services names. AGM ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,505,889 | $2,570,819,888 | |
| 2 | MA |
Mastercard Inc
|
2,587,418 | $1,292,829,275 | |
| 3 | AXP |
American Express Co
|
2,321,698 | $702,267,208 | |
| 4 | COF |
Capital One Financial Corp
|
3,140,379 | $572,899,339 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
5,923,432 | $267,916,828 | |
| 6 | SYF |
Synchrony Financial
|
1,653,904 | $112,498,549 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
2,789,379 | $44,295,338 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
1,272,286 | $32,634,134 |
All Filings in AGM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,017,965 | 40,566 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,316,528 | 41,673 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,730,177 | 16,253 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $4,137,967 | 21,299 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $2,738,208 | 14,603 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $3,725,506 | 18,916 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $3,405,614 | 18,172 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $1,166,469 | 6,451 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $2,298,377 | 11,674 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $3,573,136 | 18,686 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $1,242,115 | 8,050 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $1,476,353 | 10,271 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $1,764,767 | 13,250 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $2,986,364 | 26,496 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $2,465,016 | 24,864 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,376,117 | 24,333 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,788,478 | 25,705 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,594,580 | 37,074 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $3,235,306 | 29,813 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,740,738 | 17,601 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,365,711 | 23,488 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,509,799 | 20,334 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,180,192 | 18,539 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $972,503 | 15,193 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $691,647 | 12,433 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||