Position in MA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$460,185
-$4,498 QoQ
Shares Held
896
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,649
of 3,560 holders
Holding Since
Dec 2020
23 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, 2026JFS WEALTH ADVISORS, LLC holds $4,149,067 across 22 Credit Services names. MA ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,192 | $1,781,323 | |
| 2 | AXP |
American Express Co
|
2,143 | $724,869 | |
| 3 | COF |
Capital One Financial Corp
|
2,608 | $523,216 | |
| 4 | ALLY |
Ally Financial Inc.
|
10,394 | $477,604 | |
| 5 | MA |
Mastercard Inc
This page
|
896 | $460,185 | |
| 6 | ENVA |
Enova International, Inc.
|
249 | $59,941 | |
| 7 | SYF |
Synchrony Financial
|
543 | $41,295 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
58 | $12,546 |
All Filings in MA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,185 | 896 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $464,683 | 930 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $602,278 | 1,055 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $672,333 | 1,182 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $433,817 | 772 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $424,244 | 774 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $407,038 | 773 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $381,707 | 773 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $330,428 | 749 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $394,405 | 819 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $345,899 | 811 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $300,495 | 759 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $141,981 | 361 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $138,459 | 381 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $134,919 | 388 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $159,230 | 560 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $201,591 | 639 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $241,588 | 676 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $268,052 | 746 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $310,478 | 893 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $53,303 | 146 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $37,741 | 106 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $24,628 | 69 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||