Position in KLAR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,457
New position
Shares Held
72
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 212 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $1,066,964 across 21 Credit Services names. KLAR ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,398 | $479,639 | |
| 2 | MA |
Mastercard Inc
|
495 | $254,232 | |
| 3 | AXP |
American Express Co
|
449 | $151,874 | |
| 4 | COF |
Capital One Financial Corp
|
353 | $70,818 | |
| 5 | SYF |
Synchrony Financial
|
250 | $19,012 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,002 | $17,965 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
194 | $15,820 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
94 | $10,184 |
All Filings in KLAR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,457 | 72 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||