Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,845,302
+$114,522 QoQ
Shares Held
9,434
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,201
of 3,563 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, 2026Institute for Wealth Management, LLC. holds $14,707,464 across 13 Credit Services names. MA ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
This page
|
9,434 | $4,845,302 | |
| 2 | V |
Visa Inc.
|
12,803 | $4,392,581 | |
| 3 | AXP |
American Express Co
|
9,425 | $3,188,006 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,890 | $1,420,190 | |
| 5 | COF |
Capital One Financial Corp
|
2,871 | $575,980 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
3,916 | $70,213 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
859 | $70,051 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,233 | $56,656 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,845,302 | 9,434 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,730,780 | 9,468 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,418,222 | 9,491 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,463,988 | 9,606 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,359,221 | 9,537 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,256,470 | 9,590 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,080,347 | 9,648 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,813,068 | 9,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,380,277 | 9,929 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,786,324 | 9,939 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,321,399 | 10,132 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,027,196 | 10,172 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,962,104 | 10,074 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,758,386 | 10,342 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,674,462 | 10,567 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,027,652 | 10,648 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,352,290 | 10,626 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,782,509 | 10,584 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,787,951 | 10,542 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,600,574 | 10,356 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,572,040 | 9,784 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,411,671 | 9,582 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,343,813 | 9,368 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,924,494 | 8,648 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,472,939 | 8,363 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,837,305 | 7,606 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||