Position in MFIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$137,088
-$27,572 QoQ
Shares Held
16,015
+0.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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 MFIN Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $131,084,515 across 40 Credit Services names. MFIN ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
158,479 | $47,936,727 | |
| 2 | V |
Visa Inc.
|
146,395 | $44,246,424 | |
| 3 | MA |
Mastercard Inc
|
58,782 | $29,371,014 | |
| 4 | COF |
Capital One Financial Corp
|
20,854 | $3,804,395 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
130,413 | $2,070,958 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
30,071 | $1,360,111 | |
| 7 | SYF |
Synchrony Financial
|
10,865 | $739,037 | |
| 8 | ALLY |
Ally Financial Inc.
|
9,467 | $371,390 |
All Filings in MFIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,088 | 16,015 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $164,660 | 16,002 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $161,600 | 16,000 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $152,480 | 16,000 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||