Position in CACC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,183
+$1,490 QoQ
Shares Held
5
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 297 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CACC Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. CACC ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in CACC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,183 | 5 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,693 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $24,453 | 0 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $469 | 1 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $12 | 1 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,066 | 7 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $11,000 | 0 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $550 | 1 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $511 | 2 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||