TCI Wealth Advisors, Inc.

Position in MA — Mastercard Inc

CIK 1583751 Tucson, AZ

Position in MA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$719,040

-$27,951 QoQ

Shares Held

1,400

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,308

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $6,068,579 across 5 Credit Services names. MA ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPST	Upstart Holdings, Inc.	52,706	$1,867,373
2	AXP	American Express Co	5,287	$1,788,327
3	V	Visa Inc.	3,688	$1,265,315
4	MA	Mastercard Inc This page	1,400	$719,040
5	COF	Capital One Financial Corp	2,136	$428,524

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,040	1,400	-6.4%	Shares	Sole	2026-07-29
2026-03-31	$746,991	1,495	-4.9%	Shares	Sole	2026-04-27
2025-12-31	$897,423	1,572	-2.5%	Shares	Sole	2026-02-02
2025-09-30	$916,921	1,612	+0.6%	Shares	Sole	2025-10-14
2025-06-30	$900,227	1,602	-18.0%	Shares	Sole	2025-07-16
2025-03-31	$1,071,026	1,954	-29.9%	Shares	Sole	2025-04-21
2024-12-31	$1,468,077	2,788	-8.0%	Shares	Sole	2025-01-23
2024-09-30	$1,495,720	3,029	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$1,330,097	3,015	+0.8%	Shares	Sole	2024-07-30
2024-03-31	$1,439,894	2,990	-0.8%	Shares	Sole	2024-05-07
2023-12-31	$1,285,501	3,014	-5.0%	Shares	Sole	2024-02-06
2023-09-30	$1,256,618	3,174	+10.8%	Shares	Sole	2023-10-31
2023-06-30	$1,126,804	2,865	+0.3%	Shares	Sole	2023-08-04
2023-03-31	$1,038,262	2,857	+8.1%	Shares	Sole	2023-05-03
2022-12-31	$918,702	2,642	+8.1%	Shares	Sole	2023-02-07
2022-09-30	$694,642	2,443	+3.9%	Shares	Sole	2022-11-08
2022-06-30	$742,008	2,352	+6.7%	Shares	Sole	2022-07-19
2022-03-31	$788,022	2,205	+1.8%	Shares	Sole	2022-04-29
2021-12-31	$778,287	2,166	-12.3%	Shares	Sole	2022-01-24
2021-09-30	$858,769	2,470	+2.3%	Shares	Sole	2021-10-29
2021-06-30	$881,327	2,414	+43.3%	Shares	Sole	2021-08-02
2021-03-31	$599,588	1,684	+2.1%	Shares	Sole	2021-04-29
2020-12-31	$588,594	1,649	+2.6%	Shares	Sole	2021-01-21
2020-09-30	$543,439	1,607	-1.1%	Shares	Sole	2020-10-20
2020-06-30	$480,512	1,625	+10.2%	Shares	Sole	2020-07-20
2020-03-31	$356,301	1,475	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.