Westbourne Investment Advisors, Inc.

Position in MA — Mastercard Inc

CIK 1650092 ANNAPOLIS, MD

Position in MA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$200,304

-$22,339 QoQ

Shares Held

390

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,285

of 3,563 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $9,395,196 across 5 Credit Services names. MA ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc.	332,102	$5,954,588
2	COF	Capital One Financial Corp	6,508	$1,305,634
3	V	Visa Inc.	3,260	$1,118,473
4	AXP	American Express Co	2,413	$816,197
5	MA	Mastercard Inc This page	390	$200,304

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,304	390	0.0%	Shares	Sole	2026-07-27
2025-12-31	$222,643	390	0.0%	Shares	Sole	2026-01-23
2025-09-30	$221,835	390	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.