Position in MA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,591,973
-$456,085 QoQ
Shares Held
19,197
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $36,254,290 across 36 Credit Services names. MA ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,947 | $13,584,781 | |
| 2 | MA |
Mastercard Inc
This page
|
19,197 | $9,591,973 | |
| 3 | AXP |
American Express Co
|
17,698 | $5,353,291 | |
| 4 | COF |
Capital One Financial Corp
|
14,707 | $2,682,998 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48,953 | $2,214,144 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
98,813 | $1,569,150 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $268,840 | |
| 8 | SYF |
Synchrony Financial
|
3,400 | $231,268 |
All Filings in MA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-08-14 | |
| 2023-03-31 | $7,128,287 | 19,615 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $9,433,219 | 27,128 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,151,174 | 28,667 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,666,235 | 27,470 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $9,817,228 | 27,470 | Shares | Sole | 2022-09-06 | |
| 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. | ||||||