Position in OPFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,310
-$77,376 QoQ
Shares Held
24,704
-41.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 145 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $9,708,061,931 across 43 Credit Services names. OPFI ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,864,137 | $4,756,646,762 | |
| 2 | MA |
Mastercard Inc
|
4,358,377 | $2,238,462,425 | |
| 3 | AXP |
American Express Co
|
5,963,599 | $2,017,187,359 | |
| 4 | COF |
Capital One Financial Corp
|
1,398,276 | $280,522,129 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
5,885,387 | $105,524,986 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
190,100 | $41,122,431 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
923,757 | $39,887,825 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
389,630 | $31,774,325 |
All Filings in OPFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,310 | 24,704 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $322,686 | 41,853 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $649,617 | 62,105 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $558,466 | 49,291 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,111,575 | 293,894 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,351,830 | 252,885 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $322,822 | 42,144 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,434 | 6,223 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $21,278 | 6,277 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $82,570 | 33,028 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,699 | 3,457 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,040 | 2,794 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,683 | 4,257 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,501 | 1,708 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $9 | 4 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $559 | 170 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $284 | 83 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $376 | 83 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,512 | 1,083 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||