Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,360,925
+$6,643,965 QoQ
Shares Held
397,899
+0.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#202
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 11%
None 28%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $822,843,665 across 24 Credit Services names. MA ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,173,343 | $402,562,248 | |
| 2 | MA |
Mastercard Inc
This page
|
397,899 | $204,360,925 | |
| 3 | COF |
Capital One Financial Corp
|
381,508 | $76,538,134 | |
| 4 | AXP |
American Express Co
|
218,769 | $73,998,612 | |
| 5 | SYF |
Synchrony Financial
|
198,493 | $15,095,392 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
176,387 | $10,754,314 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
227,261 | $9,813,128 | |
| 8 | ALLY |
Ally Financial Inc.
|
133,619 | $6,139,792 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,360,925 | 397,899 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $197,716,960 | 395,703 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $229,512,026 | 402,032 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $223,088,988 | 392,203 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $222,323,693 | 395,636 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $198,445,749 | 362,048 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $194,383,842 | 369,151 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $184,468,866 | 373,570 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $151,060,683 | 342,417 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $175,174,940 | 363,758 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $140,027,498 | 328,310 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $120,712,563 | 304,899 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $135,622,425 | 344,832 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $123,245,050 | 339,135 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $104,116,273 | 299,417 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $37,176,601 | 130,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,670,175 | 132,085 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $10,365,092 | 29,003 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,493,234 | 26,420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,776,775 | 13,739 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,934,172 | 16,254 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,770,146 | 16,206 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $4,730,525 | 13,253 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,144,611 | 12,256 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,595,416 | 12,159 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,873,597 | 11,896 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||