Position in MA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$520,645
-$68,503 QoQ
Shares Held
1,042
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Sound Income Strategies, LLC holds $2,661,298 across 18 Credit Services names. MA ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,787 | $1,144,582 | |
| 2 | AXP |
American Express Co
|
2,338 | $707,198 | |
| 3 | MA |
Mastercard Inc
This page
|
1,042 | $520,645 | |
| 4 | COF |
Capital One Financial Corp
|
639 | $116,572 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,379 | $62,372 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
853 | $39,084 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
350 | $18,721 | |
| 8 | ENVA |
Enova International, Inc.
|
66 | $8,964 |
All Filings in MA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $520,645 | 1,042 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $589,148 | 1,032 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $569,947 | 1,002 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $567,559 | 1,010 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $364,499 | 665 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $334,371 | 635 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $280,478 | 568 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $264,254 | 599 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $284,607 | 591 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $250,361 | 587 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $200,726 | 507 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $240,306 | 611 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $188,609 | 519 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $197,162 | 567 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $52,602 | 185 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $81,393 | 258 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $103,282 | 289 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $117,856 | 328 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $115,777 | 333 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $121,940 | 334 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $74,770 | 210 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $74,957 | 210 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $64,928 | 192 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $54,113 | 183 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $32,127 | 133 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||