Position in FINV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$260,106
-$50,518 QoQ
Shares Held
54,302
-8.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 47.00747670435712.ToString("F0")%
Shared 0.17494751574527642.ToString("F0")%
None 52.81757577989761.ToString("F0")%
Common Shares in FINV Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $721,911,664 across 23 Credit Services names. FINV ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,146,777 | $346,601,879 | |
| 2 | MA |
Mastercard Inc
|
395,703 | $197,716,960 | |
| 3 | AXP |
American Express Co
|
215,387 | $65,150,258 | |
| 4 | COF |
Capital One Financial Corp
|
342,482 | $62,478,989 | |
| 5 | SYF |
Synchrony Financial
|
229,033 | $15,578,824 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
205,157 | $9,279,249 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
109,073 | $5,834,313 | |
| 8 | ALLY |
Ally Financial Inc.
|
126,740 | $4,972,010 |
All Filings in FINV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||