Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,190,400
+$1,003,610 QoQ
Shares Held
14,000
+13.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,027
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $28,127,972 across 8 Credit Services names. MA ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,112 | $14,448,206 | |
| 2 | MA |
Mastercard Inc
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|
14,000 | $7,190,400 | |
| 3 | AXP |
American Express Co
|
9,971 | $3,372,690 | |
| 4 | COF |
Capital One Financial Corp
|
5,503 | $1,104,011 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
3,849 | $832,615 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,233 | $528,220 | |
| 7 | SYF |
Synchrony Financial
|
5,210 | $396,220 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
14,256 | $255,610 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,190,400 | 14,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,186,790 | 12,382 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,129,149 | 12,488 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,823,444 | 11,996 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,759,576 | 12,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,816,101 | 10,611 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,192,506 | 9,861 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,447,162 | 9,006 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,181,755 | 9,479 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,057,708 | 8,426 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $3,206,502 | 7,518 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,802,250 | 7,078 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,013,857 | 7,663 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,608,193 | 7,177 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,802,632 | 5,184 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,520,081 | 5,346 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,871,111 | 5,931 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,856,946 | 5,196 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,886,070 | 5,249 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,668,168 | 4,798 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,507,091 | 4,128 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,408,177 | 3,955 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $960,882 | 2,692 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $827,163 | 2,446 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $977,879 | 3,307 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,020,107 | 4,223 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||