Position in FINV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$177,598
-$44,342 QoQ
Shares Held
37,077
-12.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Common Shares in FINV Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $442,983,057 across 21 Credit Services names. FINV ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
630,916 | $190,688,051 | |
| 2 | MA |
Mastercard Inc
|
198,518 | $99,191,503 | |
| 3 | AXP |
American Express Co
|
279,147 | $84,436,384 | |
| 4 | COF |
Capital One Financial Corp
|
199,363 | $36,369,792 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
212,462 | $9,609,656 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
511,571 | $8,123,747 | |
| 7 | WU |
Western Union CO
|
385,025 | $3,361,268 | |
| 8 | SYF |
Synchrony Financial
|
23,227 | $1,579,900 |
All Filings in FINV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,598 | 37,077 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $221,940 | 42,436 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $232,781 | 31,585 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $334,251 | 54,086 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $270,053 | 56,615 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||