Position in MA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,775,966
-$2,282 QoQ
Shares Held
9,299
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,207
of 3,560 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. MA ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
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|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
10,531 | $188,820 |
All Filings in MA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,775,966 | 9,299 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,778,248 | 9,563 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,718,115 | 11,768 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,926,399 | 12,177 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,420,417 | 13,205 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $13,210,061 | 25,087 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $13,801,710 | 27,950 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $13,395,823 | 30,365 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $17,657,245 | 36,666 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $14,946,616 | 35,044 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $14,516,436 | 36,666 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $15,092,100 | 38,373 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $15,176,001 | 41,760 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $17,643,820 | 50,740 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $14,452,432 | 50,828 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $13,120,496 | 41,589 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $15,984,890 | 44,728 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $15,867,211 | 44,159 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $15,219,344 | 43,774 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $13,019,109 | 35,660 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $11,207,385 | 31,477 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $8,161,076 | 22,864 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $7,546,262 | 22,315 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $6,030,209 | 20,393 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $5,031,210 | 20,828 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||