Position in RM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$359,964
+$56,009 QoQ
Shares Held
8,737
-7.3% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 122 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $6,722,984,686 across 43 Credit Services names. RM ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,730,363 | $3,681,480,238 | |
| 2 | MA |
Mastercard Inc
|
1,998,942 | $1,026,656,610 | |
| 3 | AXP |
American Express Co
|
2,539,954 | $859,139,438 | |
| 4 | COF |
Capital One Financial Corp
|
2,629,547 | $527,539,716 | |
| 5 | SYF |
Synchrony Financial
|
4,045,557 | $307,664,608 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,258,847 | $140,717,011 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
1,128,975 | $39,999,582 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,872,921 | $33,581,472 |
All Filings in RM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,964 | 8,737 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $303,955 | 9,425 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $785,152 | 20,262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $779,394 | 20,005 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $756,422 | 25,896 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $647,786 | 21,514 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $855,106 | 25,165 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $765,937 | 23,416 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $388,162 | 13,506 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $409,415 | 16,911 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $560,437 | 22,346 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $319,648 | 11,548 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $305,427 | 10,014 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $344,360 | 13,199 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $314,215 | 11,190 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $244,088 | 8,705 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $92,191 | 2,467 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $161,398 | 3,323 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $535,239 | 9,315 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $189,783 | 3,262 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $50,681 | 1,089 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $247,922 | 7,153 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $158,287 | 5,301 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $99,593 | 5,978 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $120,958 | 6,830 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $67,043 | 4,908 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||