Position in MFIN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,490
+$330 QoQ
Shares Held
291
+38.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MFIN Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026CWM, LLC holds $182,069,370 across 40 Credit Services names. MFIN ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
269,729 | $81,522,892 | |
| 2 | MA |
Mastercard Inc
|
85,759 | $42,850,341 | |
| 3 | COF |
Capital One Financial Corp
|
84,912 | $15,490,496 | |
| 4 | AXP |
American Express Co
|
40,121 | $12,135,800 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
177,245 | $8,016,791 | |
| 6 | SYF |
Synchrony Financial
|
96,644 | $6,573,724 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
58,751 | $3,142,590 | |
| 8 | ALLY |
Ally Financial Inc.
|
62,935 | $2,468,940 |
All Filings in MFIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,490 | 291 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,160 | 210 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,080 | 206 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1 | 126 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1 | 88 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1 | 80 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $341 | 42 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||