Position in KLAR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$480,700
+$276,496 QoQ
Shares Held
23,750
+52.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#122
of 212 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAR Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $194,887,252 across 12 Credit Services names. KLAR ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
362,245 | $124,282,637 | |
| 2 | MA |
Mastercard Inc
|
36,657 | $18,827,035 | |
| 3 | COF |
Capital One Financial Corp
|
88,889 | $17,832,911 | |
| 4 | AXP |
American Express Co
|
35,674 | $12,066,730 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
297,659 | $5,337,025 | |
| 6 | SYF |
Synchrony Financial
|
62,874 | $4,781,567 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
60,715 | $3,701,793 | |
| 8 | NNI |
Nelnet Inc
|
24,561 | $3,274,718 |
All Filings in KLAR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,700 | 23,750 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $204,204 | 15,600 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||