Essex Financial Services, Inc.

Position in MA — Mastercard Inc

CIK 1315785 ESSEX, CT

Position in MA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,132,467

+$135,826 QoQ

Shares Held

4,152

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,608

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

Essex Financial Services, Inc. holds $13,114,253 across 6 Credit Services names. MA ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	22,761	$7,809,071
2	MA	Mastercard Inc This page	4,152	$2,132,467
3	AXP	American Express Co	4,526	$1,530,919
4	COF	Capital One Financial Corp	4,481	$898,978
5	WU	Western Union CO	59,500	$458,150
6	OMF	OneMain Holdings, Inc.	4,669	$284,668

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,132,467	4,152	+3.9%	Shares	Defined	2026-08-10
2026-03-31	$1,996,641	3,996	-1.6%	Shares	Defined	2026-04-24
2025-12-31	$2,318,343	4,061	-1.3%	Shares	Defined	2026-02-10
2025-09-30	$2,340,084	4,114	+3.4%	Shares	Defined	2025-11-07
2025-06-30	$2,235,959	3,979	+1.8%	Shares	Defined	2025-07-16
2025-03-31	$2,143,149	3,910	-3.6%	Shares	Defined	2025-04-25
2024-12-31	$2,135,767	4,056	+2.6%	Shares	Defined	2025-01-29
2024-09-30	$1,951,497	3,952	-10.7%	Shares	Defined	2024-10-24
2024-06-30	$1,952,133	4,425	+20.8%	Shares	Defined	2024-08-09
2024-03-31	$1,763,509	3,662	+11.8%	Shares	Sole	2024-04-24
2023-12-31	$1,396,820	3,275	+4.3%	Shares	Sole	2024-02-06
2023-09-30	$1,242,761	3,139	+4.6%	Shares	Sole	2023-11-15
2023-06-30	$1,180,293	3,001	-29.0%	Shares	Sole	2023-08-09
2023-03-31	$1,536,497	4,228	+0.3%	Shares	Sole	2023-05-11
2022-12-31	$1,466,029	4,216	-7.5%	Shares	Sole	2023-02-10
2022-09-30	$1,296,021	4,558	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$1,436,064	4,552	-4.0%	Shares	Sole	2022-08-01
2022-03-31	$1,695,410	4,744	-24.7%	Shares	Sole	2022-04-21
2021-12-31	$2,264,075	6,301	-9.2%	Shares	Sole	2022-02-11
2021-09-30	$2,411,508	6,936	+161.8%	Shares	Sole	2021-11-10
2021-06-30	$967,123	2,649	0.0%	Shares	Sole	2021-07-30
2021-03-31	$943,176	2,649	-0.3%	Shares	Sole	2021-05-11
2020-12-31	$948,746	2,658	+0.7%	Shares	Sole	2021-02-05
2020-09-30	$892,768	2,640	+13.0%	Shares	Sole	2020-11-10
2020-06-30	$691,050	2,337	-25.3%	Shares	Sole	2020-08-06
2020-03-31	$755,358	3,127	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.