Holdings
Financial Services Fund
As of Jun 30, 2026, Financial Services Fund reported 156 positions worth US$11.8M. Largest: Berkshire Hathaway Inc., Jp Morgan Chase & Co. and Visa Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 780 | US$390K | +284 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,074 | US$352K | +337 | Jun 30, 2026 |
| Visa Inc. | 903 | US$310K | +301 | Jun 30, 2026 |
| Mastercard Incorporated | 473 | US$243K | +166 | Jun 30, 2026 |
| Bank Of America Corporation | 3,997 | US$228K | +1,125 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 200 | US$202K | +48 | Jun 30, 2026 |
| Wells Fargo & Company | 2,229 | US$184K | +688 | Jun 30, 2026 |
| Morgan Stanley | 861 | US$180K | +185 | Jun 30, 2026 |
| Citigroup, Inc. | 1,279 | US$179K | +293 | Jun 30, 2026 |
| American Express Company | 472 | US$160K | +167 | Jun 30, 2026 |