Position in RM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,250
-$6,710 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $73,957,186 across 13 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,988 | $25,384,530 | |
| 2 | MA |
Mastercard Inc
|
46,288 | $23,773,508 | |
| 3 | AXP |
American Express Co
|
32,999 | $11,161,906 | |
| 4 | COF |
Capital One Financial Corp
|
26,570 | $5,330,465 | |
| 5 | SYF |
Synchrony Financial
|
32,560 | $2,476,183 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
95,098 | $1,705,105 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
14,685 | $1,197,559 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
26,026 | $1,123,799 |
All Filings in RM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,250 | 1,000 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $38,960 | 1,000 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $25,080 | 1,000 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $26,090 | 1,000 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $28,080 | 1,000 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||