Position in MA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,330,161
-$173,274 QoQ
Shares Held
8,431
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,250
of 3,563 holders
Holding Since
Mar 2020
25 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, 2026Wealthcare Advisory Partners LLC holds $17,920,675 across 7 Credit Services names. MA ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
27,851 | $9,555,399 | |
| 2 | MA |
Mastercard Inc
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|
8,431 | $4,330,161 | |
| 3 | AXP |
American Express Co
|
4,748 | $1,606,011 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
29,158 | $1,259,042 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
27,011 | $484,307 | |
| 6 | COF |
Capital One Financial Corp
|
2,024 | $406,054 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,293 | $279,701 |
All Filings in MA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,330,161 | 8,431 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,503,435 | 9,013 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,007,759 | 8,772 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,973,706 | 6,986 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,861,651 | 6,872 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,737,630 | 6,819 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,479,047 | 6,607 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,121,309 | 6,321 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,940,772 | 6,666 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,651,042 | 5,505 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,086,486 | 4,892 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,742,795 | 4,402 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,777,716 | 4,520 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,736,372 | 4,778 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,542,182 | 4,435 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,178,020 | 4,143 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,362,558 | 4,319 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,471,690 | 4,118 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,346,012 | 3,746 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,134,827 | 3,264 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,201,876 | 3,292 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,122,981 | 3,154 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $435,823 | 1,221 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $267,492 | 791 | Shares | Sole | 2020-10-29 | |
| 2020-03-31 | $98,314 | 407 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||