Position in RM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,970,472
+$1,592,341 QoQ
Shares Held
47,827
+307.9% QoQ
Ownership
0.518%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 122 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Creative Planning holds $704,705,365 across 34 Credit Services names. RM ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
893,823 | $306,661,732 | |
| 2 | MA |
Mastercard Inc
|
296,884 | $152,479,622 | |
| 3 | AXP |
American Express Co
|
278,355 | $94,153,578 | |
| 4 | COF |
Capital One Financial Corp
|
270,916 | $54,351,167 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
436,591 | $18,851,998 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
50,456 | $10,914,641 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
175,073 | $10,674,199 | |
| 8 | ENVA |
Enova International, Inc.
|
28,187 | $6,785,456 |
All Filings in RM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,970,472 | 47,827 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $378,131 | 11,725 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $231,880 | 5,984 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $222,149 | 5,702 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||