Position in FINV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$156,427
-$16,702 QoQ
Shares Held
32,657
-9.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 124 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINV Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Creative Planning holds $703,619,065 across 34 Credit Services names. FINV ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
893,823 | $306,661,732 | |
| 2 | MA |
Mastercard Inc
|
296,884 | $152,479,622 | |
| 3 | AXP |
American Express Co
|
278,355 | $94,153,578 | |
| 4 | COF |
Capital One Financial Corp
|
270,916 | $54,351,167 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
436,591 | $18,851,998 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
50,456 | $10,914,641 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
175,073 | $10,674,199 | |
| 8 | ENVA |
Enova International, Inc.
|
28,187 | $6,785,456 |
All Filings in FINV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,427 | 32,657 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||