Position in AGM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$819,782
+$610,425 QoQ
Shares Held
5,526
+419.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 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, 2026HSBC HOLDINGS PLC holds $4,090,760,703 across 30 Credit Services names. AGM ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,785,289 | $2,050,785,736 | |
| 2 | MA |
Mastercard Inc
|
1,573,735 | $786,332,425 | |
| 3 | AXP |
American Express Co
|
1,668,075 | $504,559,322 | |
| 4 | COF |
Capital One Financial Corp
|
1,981,888 | $361,555,820 | |
| 5 | SYF |
Synchrony Financial
|
2,033,102 | $138,291,594 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
2,770,054 | $125,289,540 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
1,009,890 | $75,630,660 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
824,115 | $13,086,945 |
All Filings in AGM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $819,782 | 5,526 | Shares | Defined | 2026-04-30 | |
| 2024-12-31 | $209,357 | 1,063 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $206,338 | 1,101 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $423,094 | 2,149 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $207,160 | 1,838 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||