Position in MA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,904,408
+$776,357 QoQ
Shares Held
5,655
+32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,458
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Kovack Advisors, Inc. holds $11,442,446 across 7 Credit Services names. MA ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,774 | $3,353,361 | |
| 2 | MA |
Mastercard Inc
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|
5,655 | $2,904,408 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
88,436 | $1,585,657 | |
| 4 | AXP |
American Express Co
|
4,395 | $1,486,608 | |
| 5 | COF |
Capital One Financial Corp
|
5,641 | $1,131,697 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
10,809 | $659,024 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
7,450 | $321,691 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,904,408 | 5,655 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,128,051 | 4,259 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,461,634 | 4,312 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,398,703 | 2,459 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,676,828 | 2,984 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,535,832 | 2,802 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,502,304 | 2,853 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,258,696 | 2,549 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $861,144 | 1,952 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $872,123 | 1,811 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $839,371 | 1,968 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $678,589 | 1,714 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $709,119 | 1,803 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $641,055 | 1,764 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $767,092 | 2,206 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $860,981 | 3,028 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,733,247 | 5,494 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,163,221 | 6,053 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,629,144 | 7,317 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,428,544 | 6,985 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,017,852 | 5,527 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,937,980 | 5,443 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,840,025 | 5,155 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,727,034 | 5,107 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,448,338 | 4,898 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,474,482 | 6,104 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||