Patriot Financial Group Insurance Agency, LLC

Insurance

Position in MA — Mastercard Inc

CIK 1694883 Westborough, MA

Position in MA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,222,860

-$4,189,776 QoQ

Shares Held

4,328

-66.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,591

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $10,229,826 across 5 Credit Services names. MA ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,553	$6,365,348
2	MA	Mastercard Inc This page	4,328	$2,222,860
3	SOFI	SoFi Technologies, Inc.	38,405	$688,601
4	AXP	American Express Co	1,827	$617,982
5	COF	Capital One Financial Corp	1,670	$335,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,222,860	4,328	-66.3%	Shares	Sole	2026-07-16
2026-03-31	$6,412,636	12,834	+105.1%	Shares	Sole	2026-04-22
2025-12-31	$3,572,567	6,258	+6.3%	Shares	Sole	2026-01-26
2025-09-30	$3,349,722	5,889	+43.5%	Shares	Sole	2025-10-08
2025-06-30	$2,305,639	4,103	+8.3%	Shares	Sole	2025-07-21
2025-03-31	$2,075,730	3,787	+21.1%	Shares	Sole	2025-04-14
2024-12-31	$1,646,584	3,127	+5.5%	Shares	Sole	2025-01-22
2024-09-30	$1,463,129	2,963	-17.2%	Shares	Sole	2024-10-24
2024-06-30	$1,579,352	3,580	+10.7%	Shares	Sole	2024-07-26
2024-03-31	$1,557,878	3,235	-2.5%	Shares	Sole	2024-04-30
2023-12-31	$1,415,160	3,318	+9.9%	Shares	Sole	2024-01-19
2023-09-30	$1,195,648	3,020	+14.4%	Shares	Sole	2023-10-19
2023-06-30	$1,038,312	2,640	-15.0%	Shares	Sole	2023-07-17
2023-03-31	$1,128,751	3,106	+3.3%	Shares	Sole	2023-04-20
2022-12-31	$1,045,276	3,006	+4.8%	Shares	Sole	2023-01-17
2022-09-30	$815,202	2,867	-14.5%	Shares	Sole	2022-11-01
2022-06-30	$1,058,119	3,354	-7.5%	Shares	Sole	2022-07-29
2022-03-31	$1,295,859	3,626	-30.5%	Shares	Sole	2022-05-11
2021-12-31	$1,874,931	5,218	-35.1%	Shares	Sole	2022-01-10
2021-09-30	$2,796,737	8,044	+6.1%	Shares	Sole	2021-11-24
2021-06-30	$2,766,652	7,578	+8.0%	Shares	Sole	2021-07-30
2021-03-31	$2,498,402	7,017	+12.0%	Shares	Sole	2021-04-29
2020-12-31	$2,235,872	6,264	+393.2%	Shares	Sole	2021-01-15
2020-09-30	$429,475	1,270	+4.7%	Shares	Sole	2020-10-21
2020-06-30	$358,684	1,213	-19.3%	Shares	Sole	2020-07-10
2020-03-31	$363,306	1,504	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.