Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in MA — Mastercard Inc
CIK 1510434
Seattle, WA
Position in MA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,326,031
+$527,797 QoQ
Shares Held
10,370
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#320
of 1,486 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $33,098,569 across 10 Credit Services names. MA ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
39,521 | $13,559,259 | |
| 2 | MA |
Mastercard Inc
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|
10,370 | $5,326,031 | |
| 3 | AXP |
American Express Co
|
15,479 | $5,235,771 | |
| 4 | WRLD |
World Acceptance Corp
|
11,326 | $2,535,097 | |
| 5 | COF |
Capital One Financial Corp
|
10,397 | $2,085,846 | |
| 6 | SYF |
Synchrony Financial
|
19,913 | $1,514,383 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
67,759 | $1,214,918 | |
| 8 | ALLY |
Ally Financial Inc.
|
14,148 | $650,100 |
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,326,031 | 10,370 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $4,798,234 | 9,603 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $5,171,031 | 9,058 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $4,427,047 | 7,783 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,665,534 | 6,523 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $2,960,944 | 5,402 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,597,042 | 4,932 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,001,865 | 4,054 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,545,824 | 3,504 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,150,952 | 2,390 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $989,076 | 2,319 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $768,461 | 1,941 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $505,390 | 1,285 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $672,671 | 1,851 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $525,420 | 1,511 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $767,718 | 2,700 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $780,497 | 2,474 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $922,755 | 2,582 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,277,023 | 3,554 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $867,809 | 2,496 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,062,411 | 2,910 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $566,475 | 1,591 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $523,987 | 1,468 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $492,713 | 1,457 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $378,791 | 1,281 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $494,231 | 2,046 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||