Holdings
The assets, such as stocks or bonds, that an individual or institution owns.
More Details
Holdings are assets that an individual or organization owns. The term is often used to refer to securities, such as stocks or bonds, that are held in a portfolio or investment account.
Example
If you own shares of multiple companies, those shares would be considered your holdings.
Related Terms
Debit Card
A payment card linked to a checking or savings account that allows the cardholder to access and spend deposited funds.
Account History
A history of a customer's deposits, withdrawals, and payments over a specified period of time.
Legacy Member
A legacy member is a long-time member of a credit union, with family membership often spanning multiple generations.

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