Position in FINV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,106
+$0 QoQ
Shares Held
54,302
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 124 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in FINV Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $822,843,665 across 24 Credit Services names. FINV ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,173,343 | $402,562,248 | |
| 2 | MA |
Mastercard Inc
|
397,899 | $204,360,925 | |
| 3 | COF |
Capital One Financial Corp
|
381,508 | $76,538,134 | |
| 4 | AXP |
American Express Co
|
218,769 | $73,998,612 | |
| 5 | SYF |
Synchrony Financial
|
198,493 | $15,095,392 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
176,387 | $10,754,314 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
227,261 | $9,813,128 | |
| 8 | ALLY |
Ally Financial Inc.
|
133,619 | $6,139,792 |
All Filings in FINV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,106 | 54,302 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $260,106 | 54,302 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $310,624 | 59,393 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $402,004 | 54,546 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $518,461 | 54,690 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $570,750 | 59,268 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $392,658 | 57,829 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $366,455 | 59,297 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $284,907 | 59,729 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $298,378 | 59,202 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $301,364 | 61,503 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $326,204 | 65,503 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $119,241 | 25,922 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||