Position in FCFS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,720
New position
Shares Held
951
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 500 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $170,613,635 across 10 Credit Services names. FCFS ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
241,478 | $82,848,687 | |
| 2 | MA |
Mastercard Inc
|
145,120 | $74,533,632 | |
| 3 | AXP |
American Express Co
|
24,186 | $8,180,914 | |
| 4 | COF |
Capital One Financial Corp
|
7,268 | $1,458,106 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
27,257 | $1,176,957 | |
| 6 | SLM |
SLM Corp
|
44,741 | $1,160,581 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
22,154 | $397,221 | |
| 8 | SYF |
Synchrony Financial
|
4,591 | $349,145 |
All Filings in FCFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,720 | 951 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||