Position in AGM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,963,842
-$4,968,418 QoQ
Shares Held
46,942
-30.9% QoQ
Ownership
0.433%
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 75%
Shared 0%
None 25%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $29,929,368,799 across 48 Credit Services names. AGM ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,979,950 | $13,896,980,076 | |
| 2 | MA |
Mastercard Inc
|
15,162,577 | $7,576,133,212 | |
| 3 | AXP |
American Express Co
|
12,808,752 | $3,874,391,297 | |
| 4 | COF |
Capital One Financial Corp
|
8,930,350 | $1,629,163,740 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
21,715,982 | $995,026,289 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
11,420,175 | $516,534,506 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
21,258,767 | $337,589,212 | |
| 8 | SYF |
Synchrony Financial
|
4,561,764 | $310,291,177 |
All Filings in AGM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,963,842 | 46,942 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,932,260 | 67,963 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $15,400,906 | 91,683 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $19,469,184 | 100,212 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $16,160,921 | 86,187 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,379,455 | 88,243 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $18,521,913 | 98,831 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $19,507,942 | 107,886 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $20,976,377 | 106,544 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $14,670,204 | 76,719 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $11,208,348 | 72,640 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,151,206 | 42,794 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,340,124 | 32,586 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,099,182 | 27,497 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,221,550 | 32,495 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,612,849 | 36,998 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,605,578 | 24,019 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,080,516 | 32,926 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,488,698 | 32,148 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,934,557 | 29,672 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,249,681 | 22,336 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,118,202 | 28,528 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,693,863 | 26,608 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,229,246 | 19,204 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $670,061 | 12,045 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||