Regal Investment Advisors LLC

Position in MA — Mastercard Inc

CIK 1559789 KENTWOOD, MI

Position in MA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,035,910

+$125,710 QoQ

Shares Held

3,964

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,627

of 3,563 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,403,595 across 5 Credit Services names. MA ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,825	$3,370,859
2	MA	Mastercard Inc This page	3,964	$2,035,910
3	AXP	American Express Co	1,399	$473,211
4	COF	Capital One Financial Corp	1,745	$350,081
5	WU	Western Union CO	22,537	$173,534

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,035,910	3,964	+3.7%	Shares	Sole	2026-08-14
2026-03-31	$1,910,200	3,823	+17.5%	Shares	Sole	2026-05-14
2025-12-31	$1,857,643	3,254	+5.4%	Shares	Sole	2026-02-17
2025-09-30	$1,755,347	3,086	+4.1%	Shares	Sole	2025-11-13
2025-06-30	$1,666,152	2,965	+101.8%	Shares	Sole	2025-08-11
2025-03-31	$805,188	1,469	-18.4%	Shares	Sole	2025-05-12
2024-12-31	$948,352	1,801	-8.6%	Shares	Sole	2025-02-13
2024-09-30	$972,786	1,970	-22.5%	Shares	Sole	2024-11-12
2024-06-30	$1,120,987	2,541	+0.4%	Shares	Sole	2024-08-15
2024-03-31	$1,218,853	2,531	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,079,070	2,530	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$1,043,618	2,636	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$1,017,073	2,586	+6.9%	Shares	Sole	2023-08-11
2023-03-31	$879,452	2,420	-3.1%	Shares	Sole	2023-05-11
2022-12-31	$868,629	2,498	-1.2%	Shares	Sole	2023-03-01
2022-09-30	$719,095	2,529	-0.9%	Shares	Sole	2022-11-15
2022-06-30	$805,104	2,552	-0.2%	Shares	Sole	2022-08-09
2022-03-31	$913,820	2,557	-0.9%	Shares	Sole	2022-05-09
2021-12-31	$926,686	2,579	+2.1%	Shares	Sole	2022-02-10
2021-09-30	$878,239	2,526	+0.6%	Shares	Sole	2021-11-05
2021-06-30	$916,375	2,510	+4.5%	Shares	Sole	2021-08-09
2020-12-31	$857,012	2,401	+2.9%	Shares	Sole	2021-02-12
2020-06-30	$690,163	2,334	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.