NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in MA — Mastercard Inc

CIK 1109767 CEDAR RAPIDS, IA

Position in MA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,919,836

+$1,552,586 QoQ

Shares Held

3,738

+408.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,660

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $16,583,440 across 4 Credit Services names. MA ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	28,232	$9,686,116
2	AXP	American Express Co	8,741	$2,956,643
3	COF	Capital One Financial Corp	10,073	$2,020,845
4	MA	Mastercard Inc This page	3,738	$1,919,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,919,836	3,738	+408.6%	Shares	Sole	2026-07-23
2026-03-31	$367,250	735	+29.9%	Shares	Sole	2026-04-15
2025-12-31	$323,118	566	+24.4%	Shares	Sole	2026-01-26
2025-09-30	$258,808	455	+13.8%	Shares	Sole	2025-10-28
2025-06-30	$224,776	400	-86.8%	Shares	Sole	2025-08-11
2025-03-31	$1,659,159	3,027	+641.9%	Shares	Sole	2025-05-13
2024-12-31	$214,840	408	-92.7%	Shares	Sole	2025-01-30
2024-09-30	$2,773,180	5,616	-19.5%	Shares	Sole	2024-11-04
2024-06-30	$3,078,855	6,979	+3.1%	Shares	Sole	2024-07-29
2024-03-31	$3,261,192	6,772	+61.4%	Shares	Sole	2024-04-23
2023-12-31	$1,789,635	4,196	+1.7%	Shares	Sole	2024-02-09
2023-09-30	$1,633,920	4,127	+34.2%	Shares	Sole	2023-11-14
2023-06-30	$1,209,790	3,076	-3.6%	Shares	Sole	2023-08-14
2023-03-31	$1,159,277	3,190	-3.6%	Shares	Sole	2023-05-15
2022-12-31	$1,150,290	3,308	-0.7%	Shares	Sole	2023-02-07
2022-09-30	$946,852	3,330	-5.7%	Shares	Sole	2022-11-14
2022-06-30	$1,113,644	3,530	-12.6%	Shares	Sole	2022-08-15
2022-03-31	$1,442,743	4,037	-16.3%	Shares	Sole	2022-05-13
2021-12-31	$1,732,641	4,822	+8.4%	Shares	Sole	2022-02-10
2021-09-30	$1,546,132	4,447	+38.4%	Shares	Sole	2021-11-12
2021-06-30	$1,173,034	3,213	+12.0%	Shares	Sole	2021-08-16
2021-03-31	$1,021,863	2,870	+190.8%	Shares	Sole	2021-05-14
2020-12-31	$352,299	987	-58.3%	Shares	Sole	2021-02-16
2020-09-30	$800,110	2,366	-0.7%	Shares	Sole	2020-11-12
2020-06-30	$704,653	2,383	-2.4%	Shares	Sole	2020-08-13
2020-03-31	$589,647	2,441	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.