Position in FINV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$103,636
-$160,112 QoQ
Shares Held
21,636
-57.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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, 2026Cetera Investment Advisers holds $549,608,936 across 23 Credit Services names. FINV ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
834,891 | $252,337,455 | |
| 2 | MA |
Mastercard Inc
|
280,577 | $140,193,103 | |
| 3 | AXP |
American Express Co
|
221,092 | $66,875,908 | |
| 4 | COF |
Capital One Financial Corp
|
240,851 | $43,938,447 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
710,496 | $11,282,676 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
179,314 | $8,110,372 | |
| 7 | SYF |
Synchrony Financial
|
73,821 | $5,021,304 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
23,621 | $4,440,748 |
All Filings in FINV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,636 | 21,636 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $263,748 | 50,430 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $448,405 | 60,842 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $170,065 | 17,660 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $98,692 | 14,535 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $87,057 | 14,087 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $69,847 | 14,643 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $76,865 | 15,251 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||