Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,728,979
-$52,102 QoQ
Shares Held
32,572
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#702
of 3,560 holders
Holding Since
Mar 2020
25 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, 2026Sowell Financial Services LLC holds $40,485,620 across 7 Credit Services names. MA ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
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|
32,572 | $16,728,979 | |
| 2 | V |
Visa Inc.
|
42,782 | $14,678,076 | |
| 3 | AXP |
American Express Co
|
13,952 | $4,719,264 | |
| 4 | COF |
Capital One Financial Corp
|
13,127 | $2,633,538 | |
| 5 | SYF |
Synchrony Financial
|
9,998 | $760,347 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
42,378 | $759,837 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,761 | $205,579 |
All Filings in MA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,728,979 | 32,572 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,781,081 | 33,585 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $19,806,110 | 34,694 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,788,899 | 34,790 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $19,054,823 | 33,909 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $18,016,704 | 32,870 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $18,090,838 | 34,356 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,661,307 | 15,515 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $7,319,726 | 16,592 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,019,103 | 16,652 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,094,733 | 18,979 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,255,446 | 18,326 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,570,076 | 16,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,784,396 | 15,917 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,994,865 | 17,240 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,820,700 | 16,954 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,520,900 | 17,500 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $6,306,784 | 17,552 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,450,579 | 15,677 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,781,565 | 15,836 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,922,324 | 19,442 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,745,095 | 18,897 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,618,325 | 19,571 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,720,020 | 19,344 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,327,905 | 26,196 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||