Dynamic Advisor Solutions LLC

Position in MA — Mastercard Inc

CIK 1599747 PHOENIX, AZ

Position in MA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$5,242,315

-$3,352,836 QoQ

Shares Held

10,207

-40.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,158

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $25,487,301 across 5 Credit Services names. MA ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	34,476	$11,828,370
2	AXP	American Express Co	18,210	$6,159,532
3	MA	Mastercard Inc This page	10,207	$5,242,315
4	COF	Capital One Financial Corp	10,234	$2,053,145
5	PYPL	PayPal Holdings, Inc.	4,723	$203,939

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,242,315	10,207	-40.7%	Shares	Sole	2026-07-07
2026-03-31	$8,595,151	17,202	+2.5%	Shares	Sole	2026-04-08
2025-12-31	$9,577,082	16,776	-6.7%	Shares	Sole	2026-01-09
2025-09-30	$10,227,203	17,980	+1.1%	Shares	Sole	2025-10-09
2025-06-30	$9,994,664	17,786	+0.4%	Shares	Sole	2025-07-09
2025-03-31	$9,709,945	17,715	-0.6%	Shares	Sole	2025-04-17
2024-12-31	$9,380,317	17,814	-6.5%	Shares	Sole	2025-01-21
2024-09-30	$9,408,371	19,053	-0.2%	Shares	Sole	2024-10-07
2024-06-30	$8,420,420	19,087	-0.4%	Shares	Sole	2024-07-15
2024-03-31	$9,231,215	19,169	-0.7%	Shares	Sole	2024-04-12
2023-12-31	$8,233,775	19,305	+69.4%	Shares	Sole	2024-01-10
2023-09-30	$4,511,790	11,396	+6.5%	Shares	Sole	2023-10-11
2023-06-30	$4,207,523	10,698	+11.4%	Shares	Sole	2023-08-03
2023-03-31	$3,489,462	9,602	+118.9%	Shares	Sole	2023-04-11
2022-12-31	$1,525,143	4,386	+5.0%	Shares	Sole	2023-01-13
2022-09-30	$1,188,256	4,179	-20.3%	Shares	Sole	2022-10-20
2022-06-30	$1,654,377	5,244	-25.1%	Shares	Sole	2022-07-27
2022-03-31	$2,503,804	7,006	-29.5%	Shares	Sole	2022-04-11
2021-12-31	$3,572,000	9,941	+1.3%	Shares	Sole	2022-01-26
2021-09-30	$3,411,436	9,812	+5.6%	Shares	Sole	2021-10-28
2021-06-30	$3,393,876	9,296	+2.4%	Shares	Sole	2021-08-10
2021-03-31	$3,231,865	9,077	-34.6%	Shares	Sole	2021-04-27
2020-12-31	$4,954,327	13,880	-2.5%	Shares	Sole	2021-02-03
2020-09-30	$4,813,173	14,233	+0.2%	Shares	Sole	2020-10-27
2020-06-30	$4,198,644	14,199	-2.9%	Shares	Sole	2020-08-05
2020-03-31	$3,532,815	14,625	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.