Keystone Financial Group

Position in MA — Mastercard Inc

CIK 1729299 LEXINGTON, KY

Position in MA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$675,384

+$15,334 QoQ

Shares Held

1,315

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,350

of 3,555 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Group holds $4,025,154 across 3 Credit Services names. MA ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,285	$2,499,410
2	AXP	American Express Co	2,514	$850,360
3	MA	Mastercard Inc This page	1,315	$675,384

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,384	1,315	-0.5%	Shares	Sole	2026-07-29
2026-03-31	$660,050	1,321	+12.2%	Shares	Sole	2026-05-13
2025-12-31	$671,925	1,177	-5.7%	Shares	Sole	2026-02-06
2025-09-30	$709,874	1,248	+0.6%	Shares	Sole	2025-11-17
2025-06-30	$696,805	1,240	+1.9%	Shares	Sole	2025-08-13
2025-03-31	$667,062	1,217	0.0%	Shares	Sole	2025-05-13
2024-12-31	$640,835	1,217	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$600,460	1,216	+5.8%	Shares	Sole	2025-02-19
2024-06-30	$506,892	1,149	-2.3%	Shares	Sole	2024-07-31
2024-03-31	$566,326	1,176	+11.2%	Shares	Sole	2024-05-08
2023-12-31	$451,247	1,058	-6.0%	Shares	Sole	2024-02-14
2023-09-30	$445,398	1,125	-6.2%	Shares	Sole	2023-11-06
2023-06-30	$471,566	1,199	-1.3%	Shares	Sole	2023-08-07
2022-12-31	$422,491	1,215	0.0%	Shares	Sole	2023-02-07
2022-09-30	$345,473	1,215	+1.8%	Shares	Sole	2022-11-10
2022-06-30	$376,367	1,193	-8.7%	Shares	Sole	2022-08-05
2022-03-31	$467,095	1,307	-2.3%	Shares	Sole	2022-05-13
2021-12-31	$480,770	1,338	0.0%	Shares	Sole	2022-02-11
2021-09-30	$465,195	1,338	+8.9%	Shares	Sole	2021-11-12
2021-06-30	$448,695	1,229	-0.3%	Shares	Sole	2021-08-13
2021-03-31	$439,009	1,233	+1.1%	Shares	Sole	2021-05-11
2020-12-31	$435,466	1,220	+0.9%	Shares	Sole	2021-02-10
2020-09-30	$408,847	1,209	+2.9%	Shares	Sole	2020-11-13
2020-06-30	$347,447	1,175	+3.1%	Shares	Sole	2020-08-13
2020-03-31	$275,378	1,140	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.