Position in OPFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$140,817
New position
Shares Held
14,181
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 145 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Private Advisor Group, LLC holds $105,581,327 across 11 Credit Services names. OPFI ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
153,745 | $52,748,371 | |
| 2 | MA |
Mastercard Inc
|
35,145 | $18,050,472 | |
| 3 | AXP |
American Express Co
|
47,356 | $16,018,167 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
355,655 | $6,376,894 | |
| 5 | COF |
Capital One Financial Corp
|
21,490 | $4,311,323 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
77,236 | $2,736,471 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,309 | $2,647,322 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
21,494 | $1,752,835 |
All Filings in OPFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,817 | 14,181 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||