Position in LX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,336
-$2,623 QoQ
Shares Held
2,709
-25.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 81 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $40,453,830 across 33 Credit Services names. LX ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,161 | $15,151,197 | |
| 2 | MA |
Mastercard Inc
|
22,999 | $11,812,286 | |
| 3 | AXP |
American Express Co
|
17,093 | $5,781,707 | |
| 4 | COF |
Capital One Financial Corp
|
19,295 | $3,870,962 | |
| 5 | SYF |
Synchrony Financial
|
9,590 | $729,319 | |
| 6 | ALLY |
Ally Financial Inc.
|
13,503 | $620,462 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
7,317 | $596,701 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,417 | $574,154 |
All Filings in LX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,336 | 2,709 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,959 | 3,651 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $565 | 173 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,932 | 1,113 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,992 | 415 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,187 | 415 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,407 | 415 | Shares | Sole | 2025-02-10 | |
| 2023-09-30 | $1,487 | 673 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,072 | 3,525 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $333 | 123 | Shares | Sole | 2023-04-28 | |
| 2022-06-30 | $1,817 | 815 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $18,685 | 7,132 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $19,952 | 5,169 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $10,543 | 1,790 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,618 | 377 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,951 | 691 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,340 | 200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,048 | 153 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||