Position in MA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$30,103,636
-$2,030,997 QoQ
Shares Held
58,613
-8.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#543
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. MA ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
283,047 | $97,110,595 | |
| 2 | AXP |
American Express Co
|
130,559 | $44,161,581 | |
| 3 | MA |
Mastercard Inc
This page
|
58,613 | $30,103,636 | |
| 4 | COF |
Capital One Financial Corp
|
34,093 | $6,839,737 | |
| 5 | SYF |
Synchrony Financial
|
17,202 | $1,308,212 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
9,426 | $768,690 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
17,248 | $744,768 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
18,582 | $333,175 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,103,636 | 58,613 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $32,134,633 | 64,313 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,821,163 | 69,754 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $42,231,298 | 74,245 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,993,411 | 80,068 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $45,157,962 | 82,387 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $40,482,175 | 76,879 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,538,621 | 78,045 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $35,141,923 | 79,658 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $40,719,632 | 84,556 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $40,971,403 | 96,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $71,867,562 | 181,525 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $76,043,375 | 193,347 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $70,243,882 | 193,291 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $70,669,515 | 203,231 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $57,517,148 | 202,283 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $64,265,484 | 203,707 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $73,029,173 | 204,346 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $74,463,320 | 207,234 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $69,695,237 | 200,458 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $71,265,568 | 195,200 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $67,697,922 | 190,136 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $64,652,185 | 181,129 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $57,107,782 | 168,873 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $55,147,162 | 186,497 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $48,905,996 | 202,459 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||