Legacy Financial Advisors, Inc.

Position in MA — Mastercard Inc

CIK 1730810 COVINGTON, KY

Position in MA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,013,312

+$127,596 QoQ

Shares Held

3,920

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,637

of 3,560 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $11,374,347 across 6 Credit Services names. MA ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,732	$4,711,311
2	MA	Mastercard Inc This page	3,920	$2,013,312
3	COF	Capital One Financial Corp	9,323	$1,870,380
4	ALLY	Ally Financial Inc.	25,339	$1,164,327
5	AXP	American Express Co	2,855	$965,703
6	SYF	Synchrony Financial	8,538	$649,314

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,013,312	3,920	+3.9%	Shares	Sole	2026-08-05
2026-03-31	$1,885,716	3,774	-0.7%	Shares	Sole	2026-04-30
2025-12-31	$2,169,344	3,800	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$2,176,835	3,827	+1.8%	Shares	Sole	2025-11-10
2025-06-30	$2,112,332	3,759	-0.6%	Shares	Sole	2025-08-07
2025-03-31	$2,071,893	3,780	-3.7%	Shares	Sole	2025-05-14
2024-12-31	$2,066,260	3,924	-3.3%	Shares	Sole	2025-02-13
2024-09-30	$2,003,840	4,058	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$1,728,023	3,917	+1.5%	Shares	Sole	2024-08-13
2024-03-31	$1,858,860	3,860	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$1,669,786	3,915	+4.2%	Shares	Sole	2024-02-13
2023-09-30	$1,488,225	3,759	+7.8%	Shares	Sole	2023-11-13
2023-06-30	$1,371,830	3,488	+4.6%	Shares	Sole	2023-08-08
2023-03-31	$1,212,335	3,336	+9.6%	Shares	Sole	2023-05-03
2022-12-31	$1,058,490	3,044	+25.0%	Shares	Sole	2023-02-06
2022-09-30	$692,652	2,436	+3.1%	Shares	Sole	2022-11-09
2022-06-30	$745,479	2,363	-2.5%	Shares	Sole	2022-08-08
2022-03-31	$866,289	2,424	+6.9%	Shares	Sole	2022-05-04
2021-12-31	$814,578	2,267	+11.2%	Shares	Sole	2022-02-04
2021-09-30	$708,919	2,039	+2.8%	Shares	Sole	2021-10-26
2021-06-30	$723,973	1,983	-5.3%	Shares	Sole	2021-07-21
2021-03-31	$745,212	2,093	+19.1%	Shares	Sole	2021-04-28
2020-12-31	$627,500	1,758	+7.1%	Shares	Sole	2021-02-02
2020-09-30	$554,936	1,641	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.