Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$272,721
+$12,898 QoQ
Shares Held
531
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,994
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $976,047 across 19 Credit Services names. MA ranks #3 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
829 | $284,421 | |
| 2 | AXP |
American Express Co
|
831 | $281,085 | |
| 3 | MA |
Mastercard Inc
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|
531 | $272,721 | |
| 4 | COF |
Capital One Financial Corp
|
456 | $91,482 | |
| 5 | ALLY |
Ally Financial Inc.
|
502 | $23,066 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
356 | $12,613 | |
| 7 | SYF |
Synchrony Financial
|
46 | $3,498 | |
| 8 | ENVA |
Enova International, Inc.
|
6 | $1,444 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,721 | 531 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $259,823 | 520 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $423,022 | 741 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $420,919 | 740 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $417,521 | 743 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $438,496 | 800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $432,313 | 821 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $395,040 | 800 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $346,751 | 786 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $325,541 | 676 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $567,684 | 1,331 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $505,577 | 1,277 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $516,009 | 1,312 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $507,683 | 1,397 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $488,908 | 1,406 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $407,459 | 1,433 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $451,767 | 1,432 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $561,801 | 1,572 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $644,620 | 1,794 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $620,608 | 1,785 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $639,272 | 1,751 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,129,034 | 3,171 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $804,185 | 2,253 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $848,468 | 2,509 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $701,104 | 2,371 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $568,390 | 2,353 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||