Position in OPFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$213,355
+$208,001 QoQ
Shares Held
21,486
+1.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 145 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OPFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $500,554,692 across 26 Credit Services names. OPFI ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,261 | $209,717,536 | |
| 2 | MA |
Mastercard Inc
|
234,497 | $120,437,659 | |
| 3 | AXP |
American Express Co
|
243,959 | $82,519,131 | |
| 4 | COF |
Capital One Financial Corp
|
199,154 | $39,954,275 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
275,796 | $11,908,871 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
97,479 | $5,943,294 | |
| 7 | SYF |
Synchrony Financial
|
72,910 | $5,544,805 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
254,077 | $4,555,600 |
All Filings in OPFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,355 | 21,486 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,354 | 21,133 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,901 | 851 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,993 | 882 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||