Position in PMTS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,359
-$38,031 QoQ
Shares Held
1,076
-74.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 76 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMTS Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. PMTS ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in PMTS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,359 | 1,076 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $60,390 | 4,162 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $80,167 | 5,461 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $90,294 | 5,964 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $102,992 | 4,342 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $83,076 | 2,848 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $91,104 | 3,048 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $43,136 | 1,550 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $198 | 70 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $198 | 70 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1 | 70 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||