SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in MA — Mastercard Inc

CIK 1079935 LOS ANGELES, CA

Back to MA Full portfolio

Position in MA

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$43,526,058

-$28,315,555 QoQ

Shares Held

84,747

-41.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#465

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MA Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $61,176,187 across 4 Credit Services names. MA ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	84,747	$43,526,058
2	AFRM	Affirm Holdings, Inc.	184,420	$15,039,450
3	V	Visa Inc.	4,207	$1,443,379
4	AXP	American Express Co	3,451	$1,167,300

All Filings in MA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,526,058	84,747	-41.1%	Shares	Defined	2026-07-14
2026-03-31	$71,841,613	143,781	-0.6%	Shares	Defined	2026-04-15
2025-12-31	$82,541,825	144,587	+1.2%	Shares	Defined	2026-02-06
2025-09-30	$81,278,397	142,892	+0.5%	Shares	Defined	2025-11-05
2025-06-30	$79,865,722	142,125	+0.6%	Shares	Defined	2025-07-29
2025-03-31	$77,448,807	141,299	+5.2%	Shares	Defined	2025-05-16
2024-12-31	$70,699,920	134,265	+2.8%	Shares	Defined	2025-02-11
2024-09-30	$64,520,894	130,662	+9.6%	Shares	Defined	2024-11-06
2024-06-30	$52,587,153	119,202	+3.8%	Shares	Defined	2024-07-26
2024-03-31	$55,306,387	114,846	-1.1%	Shares	Defined	2024-05-13
2023-12-31	$49,512,692	116,088	-0.1%	Shares	Defined	2024-01-29
2023-09-30	$46,011,471	116,217	+0.2%	Shares	Defined	2023-10-26
2023-06-30	$45,639,318	116,042	+1.2%	Shares	Defined	2023-07-20
2023-03-31	$41,658,414	114,632	-5.3%	Shares	Defined	2023-05-03
2022-12-31	$42,100,366	121,072	+0.5%	Shares	Defined	2023-01-11
2022-09-30	$34,262,685	120,499	+0.5%	Shares	Sole	2022-10-20
2022-06-30	$37,830,468	119,914	+0.8%	Shares	Sole	2022-07-13
2022-03-31	$42,493,910	118,904	+2.7%	Shares	Sole	2022-04-19
2021-12-31	$41,620,035	115,830	+5.0%	Shares	Sole	2022-01-20
2021-09-30	$38,348,755	110,299	+6.7%	Shares	Sole	2021-10-12
2021-06-30	$37,728,399	103,340	+3.7%	Shares	Defined	2021-07-16
2021-03-31	$35,466,496	99,611	+7.6%	Shares	Defined	2021-04-15
2020-12-31	$33,058,354	92,616	+3.3%	Shares	Sole	2021-01-13
2020-09-30	$30,332,158	89,695	-0.7%	Shares	Defined	2020-10-13
2020-06-30	$26,701,413	90,299	-0.6%	Shares	Sole	2020-07-21
2020-03-31	$21,952,488	90,878	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.