Position in FINV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$53,695
-$130,793 QoQ
Shares Held
11,210
-68.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 2.31935771632471.ToString("F0")%
Shared 0.ToString("F0")%
None 97.68064228367528.ToString("F0")%
Common Shares in FINV Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,989,664,437 across 32 Credit Services names. FINV ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,928,554 | $885,126,160 | |
| 2 | MA |
Mastercard Inc
|
1,063,367 | $531,321,955 | |
| 3 | AXP |
American Express Co
|
912,858 | $276,121,287 | |
| 4 | COF |
Capital One Financial Corp
|
638,791 | $116,534,642 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
2,975,037 | $47,243,587 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
694,461 | $31,410,471 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
105,016 | $19,743,008 | |
| 8 | CACC |
Credit Acceptance Corp
|
31,282 | $13,246,675 |
All Filings in FINV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,695 | 11,210 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $184,488 | 35,275 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $675,821 | 91,699 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $575,701 | 60,728 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $495,338 | 51,437 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $304,667 | 44,870 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $263,348 | 42,613 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $138,830 | 29,105 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $150,716 | 29,904 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $152,311 | 31,084 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $158,762 | 31,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $146,648 | 31,880 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $128,782 | 30,883 | Shares | Sole | 2023-05-10 | |
| 2020-06-30 | $45,660 | 25,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $55,473 | 31,165 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||