Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,101,464
+$1,509,491 QoQ
Shares Held
21,615
+12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#854
of 3,575 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, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. MA ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
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|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,101,464 | 21,615 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,591,973 | 19,197 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,048,058 | 17,601 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,739,733 | 17,123 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $9,048,357 | 16,102 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,627,956 | 15,741 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,314,013 | 15,789 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,809,940 | 15,816 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $8,458,360 | 19,173 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,082,410 | 18,860 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $8,052,082 | 18,879 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,489,825 | 18,918 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,535,789 | 21,703 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,128,287 | 19,615 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,565 | 27,128 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,151,174 | 28,667 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,256 | 23 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,170,421 | 22,862 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,582,370 | 21,102 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $7,640,963 | 21,977 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $7,771,670 | 21,287 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,021,450 | 22,529 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,798,068 | 21,847 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,997,413 | 20,692 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,775,965 | 22,915 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,899,319 | 20,282 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||