Position in MFIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59
-$2 QoQ
Shares Held
7
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MFIN Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026MAI Capital Management holds $204,516,740 across 39 Credit Services names. MFIN ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
376,528 | $113,801,822 | |
| 2 | MA |
Mastercard Inc
|
105,631 | $52,779,585 | |
| 3 | AXP |
American Express Co
|
100,476 | $30,391,980 | |
| 4 | COF |
Capital One Financial Corp
|
19,990 | $3,646,775 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
25,247 | $1,141,921 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
47,930 | $761,128 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
10,211 | $467,868 | |
| 8 | SYF |
Synchrony Financial
|
4,834 | $328,808 |
All Filings in MFIN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59 | 7 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61 | 6 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||