Position in FINV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$250,881
-$13,086 QoQ
Shares Held
52,376
-5.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 124 holders
Holding Since
Jun 2023
13 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, 2026Prospera Financial Services Inc holds $65,982,056 across 13 Credit Services names. FINV ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
94,580 | $32,449,452 | |
| 2 | MA |
Mastercard Inc
|
25,789 | $13,245,230 | |
| 3 | AXP |
American Express Co
|
22,376 | $7,568,682 | |
| 4 | COF |
Capital One Financial Corp
|
25,349 | $5,085,516 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
96,191 | $1,724,704 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
17,575 | $1,433,241 | |
| 7 | ALLY |
Ally Financial Inc.
|
25,385 | $1,166,440 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
8,101 | $877,743 |
All Filings in FINV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,881 | 52,376 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||