Position in MA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,569,265
-$2,564,944 QoQ
Shares Held
27,157
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
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)
Derivatives in MA
reported options exposure · as of Mar 31, 2020CallValue
$966
CallShares
4
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $53,344,641 across 11 Credit Services names. MA ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
77,460 | $23,411,509 | |
| 2 | MA |
Mastercard Inc
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|
27,157 | $13,569,265 | |
| 3 | AXP |
American Express Co
|
28,567 | $8,640,945 | |
| 4 | COF |
Capital One Financial Corp
|
14,705 | $2,682,632 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
21,233 | $1,135,752 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
24,069 | $1,088,640 | |
| 7 | EZPW |
Ezcorp Inc
|
33,296 | $845,051 | |
| 8 | SYF |
Synchrony Financial
|
10,944 | $744,410 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,569,265 | 27,157 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,134,209 | 28,262 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $16,154,772 | 28,401 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,847,831 | 28,202 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,795,173 | 28,817 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,315,857 | 27,187 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,800,283 | 25,922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,170,280 | 27,587 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,803,982 | 26,588 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,068,621 | 23,607 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,417,114 | 23,786 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,073,037 | 23,069 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $8,400,948 | 23,117 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,218,250 | 23,634 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,323,318 | 46,857 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $14,695,373 | 46,581 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,279,679 | 48,351 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $15,900,987 | 44,253 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,122,341 | 43,495 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $15,511,578 | 42,487 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,792,597 | 44,355 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,252,970 | 39,931 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,543,739 | 37,093 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $7,003,358 | 23,684 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $966 | 4 | Call | Sole | 2020-05-14 | |
| 2020-03-31 | $5,223,010 | 21,622 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||