Position in MA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,061,097
+$122,236 QoQ
Shares Held
2,066
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,022
of 3,576 holders
Holding Since
Jun 2020
18 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, 2026Transamerica Financial Advisors, LLC holds $8,197,062 across 24 Credit Services names. MA ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
17,662 | $6,059,655 | |
| 2 | MA |
Mastercard Inc
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|
2,066 | $1,061,097 | |
| 3 | COF |
Capital One Financial Corp
|
1,879 | $376,964 | |
| 4 | AXP |
American Express Co
|
1,096 | $370,722 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,473 | $149,964 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,197 | $97,615 | |
| 7 | ENVA |
Enova International, Inc.
|
125 | $30,091 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,086 | $19,471 |
All Filings in MA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,097 | 2,066 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $938,861 | 1,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,533,150 | 11,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $940,242 | 1,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $561 | 1 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 1 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 1 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $987 | 2 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $33,528 | 76 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,599 | 76 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $158,661 | 372 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $151,237 | 382 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $172,658 | 439 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $161,354 | 444 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $286,181 | 823 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $177,428 | 624 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $248,282 | 787 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $22,768 | 77 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||