Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,974,257
-$439,420 QoQ
Shares Held
5,791
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,445
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $12,354,599 across 6 Credit Services names. MA ranks #3 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,091 | $3,805,211 | |
| 2 | AXP |
American Express Co
|
10,480 | $3,544,860 | |
| 3 | MA |
Mastercard Inc
This page
|
5,791 | $2,974,257 | |
| 4 | COF |
Capital One Financial Corp
|
6,407 | $1,285,372 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
5,706 | $465,324 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
1,403 | $279,575 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,974,257 | 5,791 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,413,677 | 6,832 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,052,677 | 7,099 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $4,101,120 | 7,210 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,107,781 | 7,310 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,161,875 | 7,593 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,976,130 | 7,551 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $3,803,741 | 7,703 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,345,316 | 7,583 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,699,902 | 7,683 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,146,364 | 7,377 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,335,869 | 5,900 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,345,641 | 5,964 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,155,021 | 5,930 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,087,423 | 6,003 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,716,560 | 6,037 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $2,184,699 | 6,925 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $2,689,641 | 7,526 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $2,751,313 | 7,657 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,161,874 | 6,218 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $2,196,381 | 6,016 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $2,213,206 | 6,216 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $2,166,625 | 6,070 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,909,645 | 5,647 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $1,641,726 | 5,552 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $1,238,236 | 5,126 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||