Position in FOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,819,070
+$410,578 QoQ
Shares Held
66,100
-22.1% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 76 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FOA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $33,711,831,426 across 50 Credit Services names. FOA ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,960,354 | $15,768,537,842 | |
| 2 | MA |
Mastercard Inc
|
15,001,503 | $7,704,771,929 | |
| 3 | AXP |
American Express Co
|
13,121,109 | $4,438,215,113 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,000,269 | $1,875,671,929 | |
| 5 | COF |
Capital One Financial Corp
|
8,768,807 | $1,759,198,050 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,324,704 | $445,820,708 | |
| 7 | SYF |
Synchrony Financial
|
4,633,326 | $352,364,433 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,521,442 | $350,019,448 |
All Filings in FOA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819,070 | 66,100 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,408,492 | 84,849 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,713,526 | 112,083 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,138,937 | 184,527 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,059,442 | 131,194 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $124,581 | 5,860 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $117,962 | 4,195 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,531 | 1,256 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $35,220 | 71,445 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $74,512 | 101,381 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $216,787 | 197,081 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $139,345 | 108,865 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $255,940 | 134,001 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $117,082 | 94,422 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $75,792 | 59,681 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $90,845 | 61,384 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $567,275 | 361,324 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $46,164 | 15,186 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $313,813 | 79,047 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,748 | 3,586 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $409,761 | 53,704 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||