Position in MFIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$73,531
-$1,813 QoQ
Shares Held
7,202
-18.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in MFIN Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS Group AG holds $10,270,771,741 across 51 Credit Services names. MFIN ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,696,659 | $4,356,096,729 | |
| 2 | MA |
Mastercard Inc
|
3,730,940 | $1,916,210,780 | |
| 3 | AXP |
American Express Co
|
4,082,851 | $1,381,024,349 | |
| 4 | COF |
Capital One Financial Corp
|
3,816,146 | $765,595,207 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
35,168,018 | $630,562,561 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,370,432 | $231,895,250 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,511,220 | $204,789,989 | |
| 8 | SYF |
Synchrony Financial
|
1,550,645 | $117,926,550 |
All Filings in MFIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,531 | 7,202 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $75,344 | 8,802 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $165,987 | 16,131 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $191,253 | 18,936 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $204,132 | 21,420 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $161,544 | 18,547 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $466,316 | 49,661 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $169,408 | 20,812 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $133,493 | 17,382 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $46,746 | 5,910 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $62,349 | 6,330 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $40,891 | 5,825 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $45,616 | 5,767 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $62,042 | 8,089 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,088 | 1,553 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $18,392 | 2,620 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,560 | 400 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,174 | 1,197 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,226 | 2,970 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,136 | 400 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,676 | 415 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $14,036 | 1,991 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,227 | 1,475 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,825 | 730 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,393 | 526 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $23,346 | 12,552 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||