Position in PMTS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,992
+$903 QoQ
Shares Held
144
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 76 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMTS Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $1,066,964 across 21 Credit Services names. PMTS ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,398 | $479,639 | |
| 2 | MA |
Mastercard Inc
|
495 | $254,232 | |
| 3 | AXP |
American Express Co
|
449 | $151,874 | |
| 4 | COF |
Capital One Financial Corp
|
353 | $70,818 | |
| 5 | SYF |
Synchrony Financial
|
250 | $19,012 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,002 | $17,965 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
194 | $15,820 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
94 | $10,184 |
All Filings in PMTS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,992 | 144 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,089 | 144 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||