Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,289,913
+$5,486,723 QoQ
Shares Held
25,876
+65.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#775
of 3,560 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, 2026Wealthspire Advisors, LLC holds $73,723,626 across 6 Credit Services names. MA ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
95,731 | $32,381,010 | |
| 2 | V |
Visa Inc.
|
57,671 | $19,786,343 | |
| 3 | MA |
Mastercard Inc
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|
25,876 | $13,289,913 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
218,172 | $3,911,823 | |
| 5 | COF |
Capital One Financial Corp
|
18,871 | $3,785,900 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,169 | $568,637 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,289,913 | 25,876 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,803,190 | 15,617 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,077,355 | 19,404 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,057,193 | 14,165 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,471,807 | 15,076 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,369,244 | 15,269 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,146,564 | 15,471 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,370,952 | 14,927 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,052,715 | 13,720 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,572,467 | 13,648 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,074,781 | 14,243 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,178,502 | 13,080 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,677,748 | 9,351 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,181,654 | 8,755 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,874,755 | 11,143 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,775,158 | 9,760 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,841,212 | 9,006 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,809,414 | 5,063 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,634,521 | 10,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,934,694 | 11,317 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,632,645 | 9,950 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,056,988 | 28,246 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,950,773 | 27,878 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,759,066 | 14,073 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,716,357 | 12,568 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,560,586 | 31,299 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||