Position in AGM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,160,946
+$896,588 QoQ
Shares Held
5,826
+226.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 258 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CITIGROUP INC holds $2,758,942,111 across 42 Credit Services names. AGM ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,763,669 | $1,291,277,195 | |
| 2 | MA |
Mastercard Inc
|
934,262 | $479,836,962 | |
| 3 | AXP |
American Express Co
|
816,334 | $276,124,975 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
3,955,568 | $170,801,425 | |
| 5 | COF |
Capital One Financial Corp
|
754,998 | $151,467,697 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
6,283,079 | $112,655,605 | |
| 7 | SYF |
Synchrony Financial
|
858,156 | $65,262,763 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
684,535 | $55,823,828 |
All Filings in AGM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,946 | 5,826 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $264,358 | 1,782 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $294,605 | 1,678 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $356,284 | 2,121 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $869,789 | 4,477 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,526,704 | 8,142 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,915,646 | 14,804 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,494,593 | 7,975 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $823,815 | 4,556 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,665,209 | 8,458 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,193,402 | 6,241 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $371,090 | 2,405 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $719,991 | 5,009 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $168,351 | 1,264 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $129,277 | 1,147 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $118,073 | 1,191 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $167,857 | 1,719 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $196,563 | 1,812 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $448,005 | 3,615 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $260,772 | 2,403 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $352,873 | 3,568 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $404,388 | 4,015 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $435,550 | 5,866 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $363,625 | 5,712 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $427,008 | 6,671 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $275,200 | 4,947 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||