Forvis Mazars Wealth Advisors, LLC

Position in MA — Mastercard Inc

CIK 1352864 Springfield, MO

Position in MA

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

Position Value

$5,126,241

+$97,164 QoQ

Shares Held

9,981

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,178

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $17,618,028 across 4 Credit Services names. MA ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	15,205	$5,143,091
2	MA	Mastercard Inc This page	9,981	$5,126,241
3	COF	Capital One Financial Corp	21,189	$4,250,937
4	V	Visa Inc.	9,029	$3,097,759

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,126,241	9,981	-0.8%	Shares	Sole	2026-08-10
2026-03-31	$5,029,077	10,065	+0.2%	Shares	Sole	2026-05-01
2025-12-31	$5,733,347	10,043	-2.5%	Shares	Sole	2026-02-10
2025-09-30	$5,858,174	10,299	-2.2%	Shares	Sole	2025-10-30
2025-06-30	$5,920,599	10,536	-0.4%	Shares	Sole	2025-07-29
2025-03-31	$5,796,369	10,575	-1.4%	Shares	Sole	2025-05-13
2024-12-31	$5,650,096	10,730	-3.2%	Shares	Sole	2025-02-04
2024-09-30	$5,473,279	11,084	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$4,910,110	11,130	-10.1%	Shares	Sole	2024-08-09
2024-03-31	$5,965,207	12,387	+6.4%	Shares	Sole	2024-04-19
2023-12-31	$4,964,149	11,639	-3.1%	Shares	Sole	2024-01-11
2023-09-30	$4,755,670	12,012	-28.7%	Shares	Sole	2023-10-26
2023-06-30	$6,626,711	16,849	+25.5%	Shares	Sole	2023-08-08
2023-03-31	$4,877,325	13,421	+1.1%	Shares	Sole	2023-04-27
2022-12-31	$4,614,377	13,270	+6.6%	Shares	Sole	2023-02-03
2022-09-30	$3,538,326	12,444	+4.2%	Shares	Sole	2022-10-14
2022-06-30	$3,768,408	11,945	+2.7%	Shares	Sole	2022-07-22
2022-03-31	$4,155,614	11,628	+13.4%	Shares	Sole	2022-05-10
2021-12-31	$3,683,389	10,251	+5.3%	Shares	Sole	2022-01-14
2021-09-30	$3,386,055	9,739	+8.9%	Shares	Sole	2021-10-14
2021-06-30	$3,266,095	8,946	+11.1%	Shares	Sole	2021-07-14
2021-03-31	$2,867,270	8,053	-24.0%	Shares	Sole	2021-04-23
2020-12-31	$3,784,634	10,603	+20.3%	Shares	Sole	2021-01-22
2020-09-30	$2,980,630	8,814	+0.6%	Shares	Sole	2020-11-05
2020-06-30	$2,591,219	8,763	+47.7%	Shares	Sole	2020-07-15
2020-03-31	$1,432,933	5,932	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.