TD PRIVATE CLIENT WEALTH LLC

Position in MA — Mastercard Inc

CIK 1551017 NEW YORK, NY

Back to MA Full portfolio

Position in MA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,733,768

-$157,681 QoQ

Shares Held

17,005

-4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#938

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, 2026

TD PRIVATE CLIENT WEALTH LLC holds $23,381,611 across 16 Credit Services names. MA ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	17,005	$8,733,768
2	V	Visa Inc.	19,732	$6,769,851
3	COF	Capital One Financial Corp	19,836	$3,979,498
4	AXP	American Express Co	9,323	$3,153,504
5	SYF	Synchrony Financial	4,239	$322,375
6	PYPL	PayPal Holdings, Inc.	6,579	$284,081
7	SOFI	SoFi Technologies, Inc.	1,869	$33,511
8	AFRM	Affirm Holdings, Inc.	390	$31,804

All Filings in MA

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,733,768	17,005	-4.4%	Shares	Defined	2026-08-04
2026-03-31	$8,891,449	17,795	-13.9%	Shares	Defined	2026-04-27
2025-12-31	$11,792,668	20,657	-1.1%	Shares	Defined	2026-02-05
2025-09-30	$11,885,853	20,896	+1.7%	Shares	Defined	2025-10-27
2025-06-30	$11,551,238	20,556	+6.0%	Shares	Defined	2025-07-15
2025-03-31	$10,626,950	19,388	-1.9%	Shares	Defined	2025-04-29
2024-12-31	$10,407,129	19,764	-1.6%	Shares	Defined	2025-02-11
2024-09-30	$9,919,454	20,088	+10.5%	Shares	Defined	2024-11-18
2024-06-30	$8,020,729	18,181	+5.0%	Shares	Defined	2024-08-14
2024-03-31	$8,339,347	17,317	+4.7%	Shares	Defined	2024-08-16
2023-12-31	$7,057,034	16,546	-14.1%	Shares	Defined	2024-08-16
2023-09-30	$7,621,663	19,251	-4.2%	Shares	Defined	2024-08-16
2023-06-30	$7,905,723	20,101	-8.5%	Shares	Defined	2024-08-16
2023-03-31	$7,987,388	21,979	+1.8%	Shares	Defined	2024-08-16
2022-12-31	$7,509,577	21,596	-0.2%	Shares	Defined	2024-08-16
2022-09-30	$6,153,401	21,641	-0.0%	Shares	Defined	2024-08-16
2022-06-30	$6,830,142	21,650	+11.0%	Shares	Defined	2024-08-16
2022-03-31	$6,970,339	19,504	+3.8%	Shares	Defined	2024-08-16
2021-12-31	$6,751,263	18,789	-25.0%	Shares	Defined	2024-08-16
2021-09-30	$8,708,340	25,047	-1.3%	Shares	Defined	2024-08-16
2021-06-30	$9,268,174	25,386	+1.2%	Shares	Defined	2024-08-16
2021-03-31	$8,931,870	25,086	+3.0%	Shares	Defined	2024-08-16
2020-12-31	$8,690,061	24,346	-3.3%	Shares	Defined	2024-08-16
2020-09-30	$8,514,444	25,178	-2.5%	Shares	Defined	2024-08-16
2020-06-30	$7,634,678	25,819	-15.0%	Shares	Defined	2024-08-16
2020-03-31	$7,338,592	30,380	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.