Position in XYF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,277
+$51,764 QoQ
Shares Held
48,198
+9.4% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 23 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS Group AG holds $10,270,771,741 across 51 Credit Services names. XYF ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,696,659 | $4,356,096,729 | |
| 2 | MA |
Mastercard Inc
|
3,730,940 | $1,916,210,780 | |
| 3 | AXP |
American Express Co
|
4,082,851 | $1,381,024,349 | |
| 4 | COF |
Capital One Financial Corp
|
3,816,146 | $765,595,207 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
35,168,018 | $630,562,561 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,370,432 | $231,895,250 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,511,220 | $204,789,989 | |
| 8 | SYF |
Synchrony Financial
|
1,550,645 | $117,926,550 |
All Filings in XYF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,277 | 48,198 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $181,513 | 44,057 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $186,541 | 33,311 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $497,960 | 36,189 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $745,593 | 42,703 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,398,049 | 166,647 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $124 | 15 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,546 | 6,598 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $590 | 153 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $1,054 | 338 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,904 | 854 | Shares | Sole | 2022-11-10 | |
| 2021-12-31 | $10,113 | 3,360 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,308 | 2,966 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $744 | 200 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,352 | 1,176 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,407 | 12,323 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,513 | 3,904 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||