Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$340,516
+$12,240 QoQ
Shares Held
663
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,841
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, 2026JNBA Financial Advisors holds $1,153,016 across 9 Credit Services names. MA ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,002 | $686,866 | |
| 2 | MA |
Mastercard Inc
This page
|
663 | $340,516 | |
| 3 | AXP |
American Express Co
|
246 | $83,209 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
461 | $19,905 | |
| 5 | COF |
Capital One Financial Corp
|
46 | $9,228 | |
| 6 | KLAR |
Klarna Group plc
|
376 | $7,610 | |
| 7 | LX |
LexinFintech Holdings Ltd.
|
1,567 | $3,086 | |
| 8 | ALLY |
Ally Financial Inc.
|
38 | $1,746 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,516 | 663 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $328,276 | 657 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $363,650 | 637 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $346,974 | 610 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $318,058 | 566 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $340,382 | 621 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $348,062 | 661 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $325,414 | 659 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $290,724 | 659 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $319,762 | 664 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $307,513 | 721 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $285,451 | 721 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $283,569 | 721 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $262,018 | 721 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $250,713 | 721 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $208,705 | 734 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $229,669 | 728 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $253,739 | 710 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $255,117 | 710 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $246,852 | 710 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $256,658 | 703 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $99,694 | 280 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $103,155 | 289 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $165,365 | 489 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $144,597 | 489 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $118,122 | 489 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||