West Branch Capital LLC

Position in MA — Mastercard Inc

CIK 1738723 AMHERST, MA

Position in MA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,426,718

+$189,602 QoQ

Shares Held

8,619

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#1,237

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Branch Capital LLC holds $12,211,658 across 5 Credit Services names. MA ranks #2 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	22,041	$7,562,046
2	MA	Mastercard Inc This page	8,619	$4,426,718
3	AXP	American Express Co	600	$202,950
4	SYF	Synchrony Financial	133	$10,114
5	COF	Capital One Financial Corp	49	$9,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,426,718	8,619	+1.6%	Shares	Sole	2026-07-10
2026-03-31	$4,237,116	8,480	+2.3%	Shares	Sole	2026-04-14
2025-12-31	$4,734,307	8,293	+2.5%	Shares	Sole	2026-01-16
2025-09-30	$4,601,672	8,090	+2.8%	Shares	Sole	2025-10-21
2025-06-30	$4,420,781	7,867	+2.6%	Shares	Sole	2025-07-16
2025-03-31	$4,203,532	7,669	+10.9%	Shares	Sole	2025-04-16
2024-12-31	$3,640,178	6,913	+10.9%	Shares	Sole	2025-01-17
2024-09-30	$3,076,867	6,231	+4.6%	Shares	Sole	2024-10-18
2024-06-30	$2,627,548	5,956	+3.0%	Shares	Sole	2024-07-26
2024-03-31	$2,783,474	5,780	+8.1%	Shares	Sole	2024-04-24
2023-12-31	$2,281,401	5,349	+5.2%	Shares	Sole	2024-01-19
2023-09-30	$2,012,806	5,084	-0.0%	Shares	Sole	2023-10-20
2023-06-30	$2,000,323	5,086	+4.1%	Shares	Sole	2023-08-07
2023-03-31	$1,775,621	4,886	-0.4%	Shares	Sole	2023-04-20
2022-12-31	$1,705,267	4,904	-0.5%	Shares	Sole	2023-01-27
2022-09-30	$1,401,511	4,929	-3.4%	Shares	Sole	2022-10-19
2022-06-30	$1,609,578	5,102	-0.1%	Shares	Sole	2022-07-28
2022-03-31	$1,825,854	5,109	-5.1%	Shares	Sole	2022-05-03
2021-12-31	$1,934,578	5,384	+8.8%	Shares	Sole	2022-01-24
2021-09-30	$1,720,668	4,949	+0.4%	Shares	Sole	2021-11-09
2021-06-30	$1,799,893	4,930	+4.6%	Shares	Sole	2021-08-17
2021-03-31	$1,677,707	4,712	-4.7%	Shares	Sole	2021-05-14
2020-12-31	$1,763,997	4,942	+1.8%	Shares	Sole	2021-02-08
2020-09-30	$1,641,477	4,854	+12.7%	Shares	Sole	2020-10-13
2020-06-30	$1,273,579	4,307	+45.9%	Shares	Sole	2020-07-08
2020-03-31	$713,326	2,953	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.