Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,375,809
+$981,660 QoQ
Shares Held
14,361
+12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,021
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $34,985,316 across 9 Credit Services names. MA ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
39,850 | $13,672,136 | |
| 2 | MA |
Mastercard Inc
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|
14,361 | $7,375,809 | |
| 3 | AXP |
American Express Co
|
19,365 | $6,550,211 | |
| 4 | ALLY |
Ally Financial Inc.
|
100,631 | $4,623,994 | |
| 5 | COF |
Capital One Financial Corp
|
6,684 | $1,340,944 | |
| 6 | SYF |
Synchrony Financial
|
6,168 | $469,076 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
26,015 | $466,448 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
5,785 | $249,796 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,375,809 | 14,361 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,394,149 | 12,797 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,545,891 | 13,218 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,017,408 | 12,337 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,056,280 | 12,557 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,653,080 | 12,138 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,210,323 | 13,693 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,665,202 | 17,548 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,392,076 | 16,756 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,734,535 | 11,908 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,602,635 | 13,136 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,625,347 | 9,157 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,363,894 | 8,553 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,307,653 | 6,350 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,790,461 | 5,149 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,316,778 | 4,631 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,436,695 | 4,554 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,644,662 | 4,602 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,470,337 | 4,092 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,498,848 | 4,311 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,580,474 | 4,329 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,317,385 | 3,700 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,467,737 | 4,112 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,426,062 | 4,217 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,511,027 | 5,110 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,192,098 | 4,935 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||