Position in CACC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,244,972
New position
Shares Held
2,940
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Phoenix Financial Ltd. holds $63,362,224 across 7 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
71,325 | $36,632,520 | |
| 2 | V |
Visa Inc.
|
51,422 | $17,642,373 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
143,991 | $6,217,531 | |
| 4 | COF |
Capital One Financial Corp
|
9,258 | $1,857,339 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
12,612 | $446,843 | |
| 6 | AXP |
American Express Co
|
1,030 | $348,397 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
12,115 | $217,221 |
All Filings in CACC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,244,972 | 2,940 | Shares | Defined | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||