Lee Financial Co

Position in MA — Mastercard Inc

CIK 1391166 Dallas, TX

Position in MA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,052,880

+$28,577 QoQ

Shares Held

2,050

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,025

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Financial Services · as of Jun 30, 2026

Lee Financial Co holds $3,225,901 across 3 Credit Services names. MA ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLY	Ally Financial Inc.	27,288	$1,253,883
2	MA	Mastercard Inc This page	2,050	$1,052,880
3	V	Visa Inc.	2,679	$919,138

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,880	2,050	0.0%	Shares	Sole	2026-07-22
2026-03-31	$1,024,303	2,050	-0.9%	Shares	Sole	2026-04-13
2025-12-31	$1,181,150	2,069	-8.4%	Shares	Sole	2026-01-22
2025-09-30	$1,284,372	2,258	+10.0%	Shares	Sole	2025-11-04
2025-06-30	$1,153,662	2,053	-0.6%	Shares	Sole	2025-07-24
2025-03-31	$1,131,867	2,065	-7.3%	Shares	Sole	2025-05-13
2024-12-31	$1,172,670	2,227	0.0%	Shares	Other	2025-01-30
2024-09-30	$1,099,692	2,227	+2.2%	Shares	Other	2024-11-14
2024-06-30	$961,728	2,180	-13.1%	Shares	Other	2024-08-14
2024-03-31	$1,208,740	2,510	-0.4%	Shares	Sole	2024-05-15
2023-12-31	$1,075,231	2,521	+1.5%	Shares	Sole	2024-02-08
2023-09-30	$983,044	2,483	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$972,237	2,472	-0.4%	Shares	Sole	2023-08-08
2023-03-31	$902,347	2,483	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$859,588	2,472	-0.5%	Shares	Sole	2023-02-09
2022-09-30	$706,299	2,484	+0.2%	Shares	Sole	2022-11-02
2022-06-30	$781,759	2,478	+0.4%	Shares	Sole	2022-08-10
2022-03-31	$882,371	2,469	+0.2%	Shares	Other	2022-05-11
2021-12-31	$885,005	2,463	+0.5%	Shares	Sole	2022-02-08
2021-09-30	$851,816	2,450	0.0%	Shares	Sole	2021-11-12
2021-06-30	$894,470	2,450	0.0%	Shares	Sole	2021-08-04
2021-03-31	$872,322	2,450	0.0%	Shares	Sole	2021-05-13
2020-12-31	$874,503	2,450	0.0%	Shares	Sole	2021-02-12
2020-09-30	$828,516	2,450	-18.3%	Shares	Sole	2020-11-03
2020-06-30	$887,100	3,000	0.0%	Shares	Sole	2020-08-11
2020-03-31	$724,680	3,000	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.