Mutual Advisors, LLC

Position in MA — Mastercard Inc

CIK 1694080 OMAHA, NE

Position in MA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,670,206

+$19,510 QoQ

Shares Held

5,199

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,507

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $22,001,485 across 7 Credit Services names. MA ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	43,732	$15,004,011
2	AXP	American Express Co	8,330	$2,817,622
3	MA	Mastercard Inc This page	5,199	$2,670,206
4	PYPL	PayPal Holdings, Inc.	15,839	$683,928
5	COF	Capital One Financial Corp	2,027	$406,656
6	SOFI	SoFi Technologies, Inc.	13,829	$247,953
7	WU	Western Union CO	22,222	$171,109

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,670,206	5,199	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$2,650,696	5,305	-9.1%	Shares	Sole	2026-05-04
2025-12-31	$3,329,943	5,833	-3.7%	Shares	Sole	2026-02-02
2025-09-30	$3,445,282	6,057	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$3,401,422	6,053	+9.1%	Shares	Sole	2025-07-28
2025-03-31	$3,040,969	5,548	-8.0%	Shares	Sole	2025-04-28
2024-12-31	$3,175,217	6,030	-1.4%	Shares	Sole	2025-01-17
2024-09-30	$3,019,587	6,115	+2.4%	Shares	Sole	2024-10-25
2024-06-30	$2,635,489	5,974	+5.8%	Shares	Sole	2024-07-30
2024-03-31	$2,719,425	5,647	+18.7%	Shares	Sole	2024-05-02
2023-12-31	$2,029,761	4,759	+3.0%	Shares	Sole	2024-01-12
2023-09-30	$1,829,500	4,621	-10.3%	Shares	Sole	2023-11-13
2023-06-30	$2,025,101	5,149	+2.0%	Shares	Sole	2023-07-31
2023-03-31	$1,833,766	5,046	+4.6%	Shares	Sole	2023-04-11
2022-12-31	$1,678,144	4,826	+1.5%	Shares	Sole	2023-01-12
2022-09-30	$1,352,605	4,757	+8.6%	Shares	Sole	2022-11-03
2022-06-30	$1,381,486	4,379	-8.5%	Shares	Sole	2022-08-15
2022-03-31	$1,711,135	4,788	+5.0%	Shares	Sole	2022-05-09
2021-12-31	$1,638,499	4,560	+5.5%	Shares	Sole	2022-02-14
2021-09-30	$1,502,325	4,321	+4.0%	Shares	Sole	2021-11-15
2021-06-30	$1,516,948	4,155	+31.8%	Shares	Sole	2021-08-12
2021-03-31	$1,122,269	3,152	+11.4%	Shares	Sole	2021-05-13
2020-12-31	$1,009,783	2,829	-2.9%	Shares	Sole	2021-02-11
2020-09-30	$985,427	2,914	-7.9%	Shares	Sole	2020-11-13
2020-06-30	$935,299	3,163	+14.0%	Shares	Sole	2020-08-05
2020-03-31	$670,087	2,774	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.