Position in LX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,360
+$729 QoQ
Shares Held
624
+223.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 96 holders
Holding Since
Jun 2025
4 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, 2026Bell Investment Advisors, Inc holds $879,348 across 22 Credit Services names. LX ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,139 | $344,251 | |
| 2 | MA |
Mastercard Inc
|
505 | $252,328 | |
| 3 | AXP |
American Express Co
|
401 | $121,294 | |
| 4 | COF |
Capital One Financial Corp
|
344 | $62,755 | |
| 5 | SYF |
Synchrony Financial
|
243 | $16,528 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,005 | $15,959 | |
| 7 | WU |
Western Union CO
|
1,673 | $14,605 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
185 | $9,895 |
All Filings in LX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,360 | 624 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $631 | 193 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,028 | 193 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $483 | 67 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||