Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,295,216
-$3,103,069 QoQ
Shares Held
10,310
-38.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,153
of 3,560 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $18,353,899 across 7 Credit Services names. MA ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,615 | $9,817,520 | |
| 2 | MA |
Mastercard Inc
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|
10,310 | $5,295,216 | |
| 3 | AXP |
American Express Co
|
5,249 | $1,775,474 | |
| 4 | COF |
Capital One Financial Corp
|
2,612 | $524,019 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
8,687 | $375,104 | |
| 6 | ENVA |
Enova International, Inc.
|
1,525 | $367,113 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
11,124 | $199,453 |
All Filings in MA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,295,216 | 10,310 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,398,285 | 16,808 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,841,971 | 17,240 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,050,335 | 15,911 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,401,873 | 13,172 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,855,336 | 12,507 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,548,424 | 12,436 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,747,338 | 11,639 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,090,545 | 11,539 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $5,277,208 | 12,373 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,013,202 | 5,085 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,315,750 | 5,888 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,662,705 | 7,327 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,648,311 | 7,616 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,049,522 | 7,208 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,871,427 | 5,932 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,115,689 | 5,920 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,694,181 | 7,498 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,576,656 | 7,411 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,529,362 | 4,189 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,226,948 | 3,446 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,222,876 | 3,426 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $201,211 | 595 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $226,801 | 767 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||