Position in DXF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,125
New position
Shares Held
14,787
first reported quarter
Ownership
0.457%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 4 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $53,344,641 across 11 Credit Services names. DXF ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
77,460 | $23,411,509 | |
| 2 | MA |
Mastercard Inc
|
27,157 | $13,569,265 | |
| 3 | AXP |
American Express Co
|
28,567 | $8,640,945 | |
| 4 | COF |
Capital One Financial Corp
|
14,705 | $2,682,632 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
21,233 | $1,135,752 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
24,069 | $1,088,640 | |
| 7 | EZPW |
Ezcorp Inc
|
33,296 | $845,051 | |
| 8 | SYF |
Synchrony Financial
|
10,944 | $744,410 |
All Filings in DXF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,125 | 14,787 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||