Position in LX
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$2,057
-$7,295 QoQ
Shares Held
944
-67.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 96 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $336,225,030 across 20 Credit Services names. LX ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
757,409 | $228,919,296 | |
| 2 | MA |
Mastercard Inc
|
114,809 | $57,365,464 | |
| 3 | AXP |
American Express Co
|
106,328 | $32,162,093 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
402,635 | $6,393,843 | |
| 5 | COF |
Capital One Financial Corp
|
34,744 | $6,338,347 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
27,155 | $1,244,242 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
26,006 | $1,176,251 | |
| 8 | SYF |
Synchrony Financial
|
14,015 | $953,300 |
All Filings in LX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,057 | 944 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $9,352 | 2,860 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $103,540 | 19,426 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $141,510 | 19,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $183,294 | 18,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $165,537 | 28,541 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $207,075 | 20,584 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||