Position in FINV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$263,967
-$30,319 QoQ
Shares Held
55,108
-2.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Prospera Financial Services Inc holds $73,618,296 across 13 Credit Services names. FINV ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
95,344 | $28,816,770 | |
| 2 | AXP |
American Express Co
|
61,430 | $18,581,346 | |
| 3 | MA |
Mastercard Inc
|
30,387 | $15,183,168 | |
| 4 | COF |
Capital One Financial Corp
|
21,135 | $3,855,658 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
87,992 | $1,397,312 | |
| 6 | SYF |
Synchrony Financial
|
20,159 | $1,371,215 | |
| 7 | ALLY |
Ally Financial Inc.
|
26,158 | $1,026,178 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
18,894 | $854,575 |
All Filings in FINV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,967 | 55,108 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $294,286 | 56,269 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $430,290 | 58,384 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $561,841 | 59,266 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $550,816 | 57,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $514,335 | 75,749 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $469,890 | 76,034 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $363,640 | 76,235 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $378,372 | 75,074 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $346,944 | 70,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $389,201 | 78,153 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $359,503 | 78,153 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||