Position in FINV
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$67,242
-$20,007 QoQ
Shares Held
14,038
-22.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 124 holders
Holding Since
Mar 2020
25 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, 2026MERCER GLOBAL ADVISORS INC /ADV holds $378,618,329 across 29 Credit Services names. FINV ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
381,864 | $131,013,719 | |
| 2 | MA |
Mastercard Inc
|
145,492 | $74,724,691 | |
| 3 | AXP |
American Express Co
|
176,701 | $59,769,113 | |
| 4 | SYF |
Synchrony Financial
|
518,143 | $39,404,775 | |
| 5 | COF |
Capital One Financial Corp
|
161,861 | $32,472,553 | |
| 6 | ALLY |
Ally Financial Inc.
|
153,631 | $7,059,344 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
112,687 | $6,870,526 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
113,928 | $4,919,411 |
All Filings in FINV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,242 | 14,038 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $87,249 | 18,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $125,530 | 24,002 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $222,168 | 30,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $368,961 | 38,920 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,982 | 47,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $283,421 | 41,741 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $271,462 | 43,926 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $218,203 | 45,745 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $251,102 | 49,822 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $247,116 | 50,432 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $285,797 | 57,389 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $257,540 | 55,987 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $241,238 | 57,851 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $307,291 | 61,954 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $263,404 | 61,543 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $194,151 | 40,874 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $121,886 | 30,702 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $146,430 | 29,702 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $161,304 | 28,600 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $201,538 | 21,170 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $195,445 | 27,881 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $103,419 | 38,734 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $87,652 | 47,637 | Shares | Sole | 2020-12-10 | |
| 2020-03-31 | $77,745 | 43,677 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||