Position in RM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$317,939
+$200,711 QoQ
Shares Held
7,717
+112.3% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 122 holders
Holding Since
Mar 2020
25 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, 2026WELLS FARGO & COMPANY/MN holds $9,708,431,186 across 43 Credit Services names. RM ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,864,137 | $4,756,646,762 | |
| 2 | MA |
Mastercard Inc
|
4,358,377 | $2,238,462,425 | |
| 3 | AXP |
American Express Co
|
5,963,599 | $2,017,187,359 | |
| 4 | COF |
Capital One Financial Corp
|
1,398,276 | $280,522,129 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
5,885,387 | $105,524,986 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
190,100 | $41,122,431 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
923,757 | $39,887,825 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
389,630 | $31,774,325 |
All Filings in RM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,939 | 7,717 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $117,228 | 3,635 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $392,150 | 10,120 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $266,096 | 6,830 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $168,979 | 5,785 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $162,052 | 5,382 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $189,438 | 5,575 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $130,120 | 3,978 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $107,602 | 3,744 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,929 | 3,095 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $68,618 | 2,736 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $60,840 | 2,198 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $92,598 | 3,036 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $35,351 | 1,355 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $65,557 | 2,338 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $91,145 | 2,439 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $963,093 | 19,829 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,764,193 | 30,703 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,612,283 | 27,712 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,064,183 | 22,866 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $173,369 | 5,002 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $648,499 | 21,718 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $362,021 | 21,730 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $401,555 | 22,674 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $471,679 | 34,530 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||