Position in LX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,911,472
-$968,357 QoQ
Shares Held
1,477,906
-17.0% QoQ
Ownership
0.897%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 81 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73%
Shared 21%
None 6%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,969,112,787 across 40 Credit Services names. LX ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,052,248 | $3,105,735,765 | |
| 2 | MA |
Mastercard Inc
|
4,265,521 | $2,190,771,584 | |
| 3 | AXP |
American Express Co
|
2,853,697 | $965,263,009 | |
| 4 | COF |
Capital One Financial Corp
|
3,703,679 | $743,032,078 | |
| 5 | SYF |
Synchrony Financial
|
6,254,849 | $475,681,263 | |
| 6 | ALLY |
Ally Financial Inc.
|
9,331,607 | $428,787,340 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,588,668 | $370,858,682 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
3,092,208 | $335,040,734 |
All Filings in LX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,911,472 | 1,477,906 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,879,829 | 1,779,739 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,778,713 | 1,767,191 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,515,685 | 1,785,307 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,891,599 | 1,926,713 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,642,483 | 1,847,620 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,403,753 | 1,793,751 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,021,540 | 1,478,508 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,560,498 | 1,551,818 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,900,681 | 1,611,490 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,060,317 | 1,663,217 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,940,344 | 1,782,962 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,513,684 | 1,971,042 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,775,233 | 2,131,083 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,055,941 | 2,134,707 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,766,838 | 2,228,900 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,743,622 | 2,127,186 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,826,456 | 1,842,159 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,927,140 | 1,794,596 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,076,076 | 1,710,709 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,332,803 | 1,578,188 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $15,190,187 | 1,509,959 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $8,442,111 | 1,232,425 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,079,017 | 1,229,231 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $9,681,400 | 1,091,477 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||