Position in LX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$12,112
-$20,607 QoQ
Shares Held
5,556
-44.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 96 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,774,606,792 across 43 Credit Services names. LX ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,259,175 | $2,496,253,050 | |
| 2 | MA |
Mastercard Inc
|
3,981,124 | $1,989,208,416 | |
| 3 | AXP |
American Express Co
|
5,690,672 | $1,721,314,464 | |
| 4 | COF |
Capital One Financial Corp
|
1,576,907 | $287,675,142 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
4,422,507 | $70,229,409 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,176,389 | $53,208,072 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
163,898 | $30,812,824 | |
| 8 | SYF |
Synchrony Financial
|
375,172 | $25,519,198 |
All Filings in LX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,112 | 5,556 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $32,719 | 10,006 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $58,661 | 11,006 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $218,484 | 30,303 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $116,720 | 11,568 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $58,034 | 10,006 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $27,216 | 10,006 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $20,304 | 12,306 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $21,610 | 12,006 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $24,299 | 13,206 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $29,185 | 13,206 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $31,725 | 13,854 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $35,772 | 13,200 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,180 | 12,200 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $22,308 | 13,200 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,436 | 13,200 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $34,060 | 13,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,580 | 3,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,450 | 5,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $60,025 | 4,900 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $336,004 | 33,400 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $29,480 | 4,400 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $36,990 | 5,400 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $54,742 | 5,145 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $129,484 | 14,598 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||