Position in FINV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$80,438
-$23,198 QoQ
Shares Held
16,793
-22.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 124 holders
Holding Since
Mar 2024
9 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, 2026Cetera Investment Advisers holds $618,314,054 across 25 Credit Services names. FINV ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
847,478 | $290,761,227 | |
| 2 | MA |
Mastercard Inc
|
277,929 | $142,744,334 | |
| 3 | AXP |
American Express Co
|
226,462 | $76,600,771 | |
| 4 | COF |
Capital One Financial Corp
|
230,834 | $46,309,917 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
957,655 | $17,170,754 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
196,710 | $8,493,937 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
25,028 | $5,414,056 | |
| 8 | SEZL |
Sezzle Inc.
|
30,015 | $5,151,474 |
All Filings in FINV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,438 | 16,793 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||