---
schema_version: "1"
id: e4f16a51df206ecbc222e5325fcb8fc83abd642d4863f0f6e5c2b7acc4527fe6
title: FinServ_FinancialHolding__c
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_financialholding.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_financialholding.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 5d7cfb7ea56a5a323172466a60b56c9e6d34be8a07160fdb94eb3fc1f9452497
description: Represents a financial holding in an investment account, such as shares of stock.
---
# FinServ\_FinancialHolding\_\_c

Represents a financial holding in an investment account, such as shares of stock.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

## Fields

### AssetCategory\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Subcategory of asset type. Valid values:
    - U.S. Equity
    - Sector Equity
    - Allocation
    - International Equity
    - Alternative
    - Commodities
    - Taxable Bond
    - Municipal Bond

### AssetCategoryName\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Market capitalization and investing style. Valid values:
    - Large Growth
    - Large Value
    - Large Blend
    - Small Growth
    - Small Value
    - Small Blend
    - Mid-Cap Growth
    - Mid-Cap Value
    - Mid-Cap Blend

### AssetClass\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Major category of asset type. Valid values:
    - Equities
    - Fixed Income
    - Cash Equivalents
    - Alternative Investments

### CurrencyIsoCode

- **Type**: picklist
- **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: If multiple currencies is enabled, contains the currency ISO code associated with the record.

### FinancialAccount\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort
- **Description**: Financial account that this holding is related to.

### GainLoss\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Change in value since purchase.

### Household\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Household that this holding rolls up to.

### LastActivityDate

- **Type**: date
- **Properties**: Filter, Group, Nillable, Sort
- **Description**: Timestamp for when this financial holding last had a task or event action associated with the record.

### LastReferencedDate

- **Type**: date
- **Properties**: Filter, Nillable, Sort,
- **Description**: Timestamp for when the current user last viewed a record related to this record.

### LastUpdated\_\_c

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Timestamp for when data for this holding was last updated by an external data source.

### LastViewedDate

- **Type**: date
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Timestamp for when the current user last viewed this record.

### MarketValue\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Current market value.

### Name

- **Type**: string
- **Properties**: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: Name of this holding.

### PercentChange\_\_c

- **Type**: percent
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Percent change in value since purchase.

### Price\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Current price per share.

### PrimaryOwner\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Primary owner of this holding.

### PurchasePrice\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Sort, Update
- **Description**: Price per-share at time of purchase.

### Securities\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Name of the securities held. Label is Symbol.

### Shares\_\_c

- **Type**: double
- **Properties**: Create, Filter, Sort, Update
- **Description**: Number of shares held.

### SourceSystemId\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: ID that uniquely identifies the holding in an external data source.

### Symbol\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Ticker symbol for the securities held. The value is copied from Securities\_\_c and can’t be changed.