Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,536,136
+$266,136 QoQ
Shares Held
6,885
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,358
of 3,560 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $15,032,645 across 11 Credit Services names. MA ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
32,434 | $6,506,909 | |
| 2 | MA |
Mastercard Inc
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|
6,885 | $3,536,136 | |
| 3 | AXP |
American Express Co
|
8,749 | $2,959,349 | |
| 4 | V |
Visa Inc.
|
4,940 | $1,694,864 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,110 | $134,289 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
2,000 | $121,940 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
2,261 | $40,539 | |
| 8 | SYF |
Synchrony Financial
|
169 | $12,852 |
All Filings in MA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,536,136 | 6,885 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,270,000 | 5,728 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,205,813 | 5,636 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,673,710 | 4,758 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,957,107 | 5,395 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,780,816 | 5,281 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,306,539 | 4,671 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $894,231 | 2,027 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $806,103 | 1,890 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $715,409 | 1,807 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $268,559 | 739 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $266,013 | 765 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $312,489 | 1,099 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $206,208 | 577 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $210,561 | 586 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $209,303 | 602 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $205,545 | 563 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $388,450 | 1,091 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||