Position in MA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$71,390
+$9,433 QoQ
Shares Held
139
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,386
of 3,555 holders
Holding Since
Mar 2020
20 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $314,764 across 8 Credit Services names. MA ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
671 | $230,213 | |
| 2 | MA |
Mastercard Inc
This page
|
139 | $71,390 | |
| 3 | AXP |
American Express Co
|
28 | $9,471 | |
| 4 | COF |
Capital One Financial Corp
|
11 | $2,206 | |
| 5 | ALLY |
Ally Financial Inc.
|
14 | $643 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7 | $570 | |
| 7 | SYF |
Synchrony Financial
|
3 | $228 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1 | $43 |
All Filings in MA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,390 | 139 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $61,957 | 124 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $70,789 | 124 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $108,073 | 190 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $84,291 | 150 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $52,071 | 95 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $31,594 | 60 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $767,157 | 2,111 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $717,714 | 2,064 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $592,564 | 2,084 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $670,394 | 2,125 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $719,405 | 2,013 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $720,436 | 2,005 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $665,806 | 1,915 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $904,326 | 2,477 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $672,221 | 1,888 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $666,049 | 1,866 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $615,131 | 1,819 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $524,866 | 1,775 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $412,825 | 1,709 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||