Position in SEZL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$0
New position
Shares Held
0
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Position in Credit Services
Financial Services · as of Jun 30, 2026Activest Wealth Management holds $498,238 across 13 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
423 | $143,079 | |
| 2 | MA |
Mastercard Inc
|
266 | $136,617 | |
| 3 | V |
Visa Inc.
|
300 | $102,927 | |
| 4 | COF |
Capital One Financial Corp
|
236 | $47,346 | |
| 5 | SYF |
Synchrony Financial
|
219 | $16,654 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
354 | $15,285 | |
| 7 | ALLY |
Ally Financial Inc.
|
269 | $12,360 | |
| 8 | SLM |
SLM Corp
|
354 | $9,182 |
All Filings in SEZL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 0 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||