Position in FINV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$173,129
-$53,628 QoQ
Shares Held
36,144
-16.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FINV Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Creative Planning holds $575,736,767 across 31 Credit Services names. FINV ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
811,682 | $245,322,766 | |
| 2 | MA |
Mastercard Inc
|
282,263 | $141,035,530 | |
| 3 | AXP |
American Express Co
|
241,230 | $72,967,249 | |
| 4 | COF |
Capital One Financial Corp
|
226,760 | $41,367,826 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
478,103 | $21,624,597 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
47,510 | $8,931,880 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
149,331 | $7,987,715 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
294,595 | $4,678,168 |
All Filings in FINV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,129 | 36,144 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $226,757 | 43,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $373,342 | 50,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $481,602 | 50,802 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $633,682 | 65,803 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $454,638 | 66,957 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $415,839 | 67,288 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $276,874 | 58,045 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $316,270 | 62,752 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $288,781 | 58,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $190,783 | 38,310 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $169,266 | 36,797 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $44,777 | 10,738 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $63,770 | 12,857 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $57,714 | 10,233 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $97,418 | 10,233 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $352,133 | 50,233 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $80,722 | 30,233 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $18,828 | 10,233 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||