Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$222,902
+$6,051 QoQ
Shares Held
434
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,198
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, 2026Westside Investment Management, Inc. holds $2,063,772 across 10 Credit Services names. MA ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,467 | $503,312 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
11,579 | $499,981 | |
| 3 | AXP |
American Express Co
|
939 | $317,616 | |
| 4 | MA |
Mastercard Inc
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|
434 | $222,902 | |
| 5 | COF |
Capital One Financial Corp
|
925 | $185,573 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,170 | $95,413 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
2,450 | $86,803 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
3,600 | $64,548 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,902 | 434 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $216,851 | 434 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $247,761 | 434 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $231,505 | 407 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $123,626 | 220 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,116 | 44 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $23,168 | 44 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $21,726 | 44 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $19,410 | 44 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,297 | 11 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,691 | 11 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,355 | 11 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,326 | 11 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,997 | 11 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3 | 11 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,127 | 11 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,470 | 11 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,219 | 23 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,264 | 23 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,996 | 23 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $8,397 | 23 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $8,189 | 23 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,209 | 23 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $3,719 | 11 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $3,252 | 11 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,657 | 11 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||