Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,026,624
+$50,830 QoQ
Shares Held
7,840
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,276
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $12,712,820 across 7 Credit Services names. MA ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,946 | $4,784,733 | |
| 2 | MA |
Mastercard Inc
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|
7,840 | $4,026,624 | |
| 3 | AXP |
American Express Co
|
5,881 | $1,989,248 | |
| 4 | COF |
Capital One Financial Corp
|
5,468 | $1,096,990 | |
| 5 | SYF |
Synchrony Financial
|
4,290 | $326,254 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,347 | $274,063 | |
| 7 | ALLY |
Ally Financial Inc.
|
4,677 | $214,908 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,026,624 | 7,840 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,975,794 | 7,957 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,384,929 | 7,681 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,524,883 | 7,955 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,947,319 | 8,804 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,861,276 | 8,869 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,553,250 | 8,647 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,195,818 | 8,497 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,710,596 | 8,411 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,047,595 | 8,405 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,600,597 | 8,442 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,266,257 | 8,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,405,191 | 8,658 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,072,994 | 8,456 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,882,333 | 8,289 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,609,103 | 9,176 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,927,338 | 9,279 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,969,470 | 8,309 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,810,960 | 7,823 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,704,255 | 7,778 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,034,262 | 8,311 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,987,615 | 8,391 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,959,032 | 8,290 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,044,544 | 9,003 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,739,956 | 9,266 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,087,803 | 8,643 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||