Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$943,483
+$39,099 QoQ
Shares Held
1,837
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,095
of 3,563 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $19,194,892 across 9 Credit Services names. MA ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
46,157 | $15,612,605 | |
| 2 | V |
Visa Inc.
|
6,987 | $2,397,169 | |
| 3 | MA |
Mastercard Inc
This page
|
1,837 | $943,483 | |
| 4 | SYF |
Synchrony Financial
|
1,586 | $120,615 | |
| 5 | COF |
Capital One Financial Corp
|
395 | $79,244 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
700 | $30,226 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
631 | $11,313 | |
| 8 | KLAR |
Klarna Group plc
|
10 | $202 |
All Filings in MA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,483 | 1,837 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $904,384 | 1,810 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,037,288 | 1,817 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $992,573 | 1,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,100,840 | 1,959 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $937,294 | 1,780 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $848,842 | 1,719 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $789,676 | 1,790 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $920,280 | 1,911 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $796,720 | 1,868 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $705,115 | 1,781 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $651,698 | 1,657 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $232,945 | 641 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $237,847 | 684 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $226,514 | 718 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $255,169 | 714 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $310,093 | 863 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $489,185 | 1,407 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $510,030 | 1,397 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $211,493 | 594 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $212,022 | 594 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $200,872 | 594 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $248,323 | 1,028 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||