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West Family Investments, Inc.

Position in MA — Mastercard Inc

CIK 1568303 CARLSBAD, CA

Position in MA

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$1,515,633
+$63,122 QoQ
Shares Held
2,951
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,794
of 3,563 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MA Over Time

Shares Held

Position Value (USD)

Derivatives in MA

reported options exposure · as of Dec 31, 2020
CallValue
$20,345
CallShares
57
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $5,468,599 across 5 Credit Services names. MA ranks #2 (27.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MA
Mastercard Inc
This page
2,951 $1,515,633

All Filings in MA

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,515,633 2,951
2026-03-31 $1,452,511 2,907
2025-12-31 $2,777,902 4,866
2025-09-30 $2,791,719 4,908
2025-06-30 $2,733,276 4,864
2025-03-31 $1,616,405 2,949
2024-12-31 $1,552,854 2,949
2024-09-30 $1,467,573 2,972
2024-06-30 $3,734,860 8,466
2024-03-31 $4,082,268 8,477
2023-12-31 $3,574,153 8,380
2023-09-30 $3,317,725 8,380
2023-06-30 $3,295,854 8,380
2023-03-31 $3,052,644 8,400
2022-12-31 $2,918,845 8,394
2022-09-30 $2,387,602 8,397
2022-06-30 $2,099,519 6,655
2022-03-31 $3,042,733 8,514
2021-12-31 $2,957,562 8,231
2021-09-30 $2,930,594 8,429
2021-06-30 $2,984,610 8,175
2020-12-31 $20,345 57