Position in MA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,796,555
-$687,500 QoQ
Shares Held
11,601
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026GM Advisory Group, LLC holds $42,894,489 across 6 Credit Services names. MA ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
81,433 | $24,631,853 | |
| 2 | V |
Visa Inc.
|
26,699 | $8,069,505 | |
| 3 | MA |
Mastercard Inc
This page
|
11,601 | $5,796,555 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
200,426 | $3,182,764 | |
| 5 | COF |
Capital One Financial Corp
|
5,435 | $991,507 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,915 | $222,305 |
All Filings in MA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,796,555 | 11,601 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,484,055 | 11,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,891,862 | 3,326 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,174,145 | 3,869 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,494,723 | 2,727 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,440,168 | 2,735 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,348,567 | 2,731 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,194,220 | 2,707 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,285,310 | 2,669 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $908,892 | 2,131 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $734,413 | 1,855 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $632,819 | 1,609 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,254 | 884 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $302,872 | 871 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $247,660 | 871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $366,272 | 1,161 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $512,125 | 1,433 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $514,905 | 1,433 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $494,053 | 1,421 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $564,794 | 1,547 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $506,659 | 1,423 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $622,860 | 1,745 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $845,763 | 2,501 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $739,545 | 2,501 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $418,140 | 1,731 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||