Pinnacle Wealth Planning Services, Inc.

Position in MA — Mastercard Inc

CIK 1726752 MANSFIELD, OH

Position in MA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,757,539

+$127,649 QoQ

Shares Held

3,422

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,696

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $9,034,125 across 23 Credit Services names. MA ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,282	$3,870,741
2	MA	Mastercard Inc This page	3,422	$1,757,539
3	AXP	American Express Co	2,609	$882,494
4	COF	Capital One Financial Corp	3,456	$693,342
5	BFH	Bread Financial Holdings, Inc.	3,815	$413,355
6	SYF	Synchrony Financial	4,956	$376,903
7	SOFI	SoFi Technologies, Inc.	9,252	$165,888
8	CACC	Credit Acceptance Corp	255	$162,368

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,757,539	3,422	+4.9%	Shares	Sole	2026-08-07
2026-03-31	$1,629,890	3,262	-7.1%	Shares	Sole	2026-05-11
2025-12-31	$2,004,359	3,511	-9.1%	Shares	Sole	2026-02-13
2025-09-30	$2,197,881	3,864	+8.5%	Shares	Sole	2025-11-13
2025-06-30	$2,001,630	3,562	-0.8%	Shares	Sole	2025-08-11
2025-03-31	$1,967,750	3,590	+2.3%	Shares	Sole	2025-05-15
2024-12-31	$1,847,734	3,509	-32.7%	Shares	Sole	2025-02-27
2024-09-30	$2,576,154	5,217	+1.0%	Shares	Sole	2024-11-13
2024-06-30	$2,277,709	5,163	-0.4%	Shares	Sole	2024-08-09
2024-03-31	$2,497,422	5,186	-2.0%	Shares	Sole	2024-05-10
2023-12-31	$2,257,943	5,294	-0.5%	Shares	Sole	2024-02-08
2023-09-30	$2,105,845	5,319	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$2,110,054	5,365	-0.9%	Shares	Sole	2023-08-07
2023-03-31	$1,967,500	5,414	+4.8%	Shares	Sole	2023-05-03
2022-12-31	$1,797,068	5,168	-11.7%	Shares	Sole	2023-02-13
2022-09-30	$1,663,957	5,852	+9.3%	Shares	Sole	2022-11-09
2022-06-30	$1,689,710	5,356	+2.0%	Shares	Sole	2022-08-03
2022-03-31	$1,876,602	5,251	-1.4%	Shares	Sole	2022-04-20
2021-12-31	$1,913,018	5,324	-3.9%	Shares	Sole	2022-01-21
2021-09-30	$1,926,494	5,541	-5.6%	Shares	Sole	2021-10-29
2021-06-30	$2,141,983	5,867	-1.1%	Shares	Sole	2021-08-02
2021-03-31	$2,111,731	5,931	+9.7%	Shares	Sole	2021-04-29
2020-12-31	$1,929,617	5,406	-1.2%	Shares	Sole	2021-02-12
2020-09-30	$1,850,127	5,471	-0.8%	Shares	Sole	2020-11-03
2020-06-30	$1,630,489	5,514	-8.3%	Shares	Sole	2020-07-27
2020-03-31	$1,452,741	6,014	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.