Position in MA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,735,142
+$140,435 QoQ
Shares Held
32,584
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#145
of 1,368 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, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. MA ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
This page
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
16,519 | $1,347,124 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,735,142 | 32,584 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $16,594,707 | 33,212 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,488,701 | 34,138 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,604,196 | 25,675 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,931,925 | 23,013 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,560,947 | 21,092 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,934,226 | 20,765 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $9,119,004 | 18,467 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,946,505 | 15,746 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,167,206 | 14,883 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,349,359 | 19,576 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,678,468 | 11,817 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,584,698 | 11,657 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,801,268 | 10,460 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,658,815 | 10,522 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,514,394 | 5,326 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,102,674 | 6,665 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,256,497 | 6,314 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,947,873 | 5,421 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $641,469 | 1,845 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,067,504 | 5,663 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,872,466 | 5,259 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,097,022 | 5,875 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,382,069 | 7,044 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,129,631 | 7,202 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,687,779 | 6,987 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||