Position in FCFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$99,507
+$6,635 QoQ
Shares Held
460
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 500 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCFS Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. FCFS ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in FCFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,507 | 460 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $92,872 | 494 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $78,733 | 494 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $78,259 | 494 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $66,624 | 493 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $59,317 | 493 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,074 | 493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $56,596 | 493 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,705 | 493 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $62,877 | 493 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $264,796 | 2,443 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,682 | 216 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $801,704 | 8,590 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $530,734 | 5,565 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $706,143 | 8,125 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,009,369 | 13,761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,147 | 3,311 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||