Winthrop Advisory Group LLC

Position in MA — Mastercard Inc

CIK 1739043 BOSTON, MA

Position in MA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,601,404

+$202,357 QoQ

Shares Held

3,118

+11.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,756

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

Winthrop Advisory Group LLC holds $5,865,424 across 4 Credit Services names. MA ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,289	$3,530,052
2	MA	Mastercard Inc This page	3,118	$1,601,404
3	AXP	American Express Co	1,094	$370,045
4	COF	Capital One Financial Corp	1,814	$363,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,601,404	3,118	+11.4%	Shares	Sole	2026-07-17
2026-03-31	$1,399,047	2,800	-7.9%	Shares	Sole	2026-04-13
2025-12-31	$1,734,904	3,039	-0.5%	Shares	Sole	2026-01-21
2025-09-30	$1,736,576	3,053	+11.2%	Shares	Sole	2025-10-24
2025-06-30	$1,542,525	2,745	+39.3%	Shares	Sole	2025-07-23
2025-03-31	$1,079,796	1,970	-28.1%	Shares	Sole	2025-04-08
2024-12-31	$1,442,801	2,740	+11.0%	Shares	Sole	2025-01-13
2024-09-30	$1,218,698	2,468	-2.3%	Shares	Sole	2024-10-31
2024-06-30	$1,113,929	2,525	-1.0%	Shares	Sole	2024-07-18
2024-03-31	$1,228,485	2,551	-0.5%	Shares	Sole	2024-04-17
2023-12-31	$1,093,571	2,564	+7.3%	Shares	Sole	2024-01-10
2023-09-30	$946,224	2,390	0.0%	Shares	Sole	2023-11-03
2023-06-30	$939,987	2,390	+7.2%	Shares	Sole	2023-08-02
2023-03-31	$810,404	2,230	-3.4%	Shares	Sole	2023-08-01
2022-12-31	$802,560	2,308	-3.8%	Shares	Sole	2023-08-03
2022-09-30	$682,416	2,400	-0.2%	Shares	Sole	2022-11-04
2022-06-30	$758,413	2,404	-4.1%	Shares	Sole	2022-07-21
2022-03-31	$896,309	2,508	-0.6%	Shares	Sole	2022-04-13
2021-12-31	$906,564	2,523	+3.5%	Shares	Sole	2022-01-12
2021-09-30	$847,296	2,437	-3.4%	Shares	Sole	2021-10-14
2021-06-30	$921,487	2,524	-10.8%	Shares	Sole	2021-07-14
2021-03-31	$1,007,621	2,830	+9.6%	Shares	Sole	2021-04-23
2020-12-31	$921,619	2,582	+9.3%	Shares	Sole	2021-01-25
2020-09-30	$798,757	2,362	-4.4%	Shares	Sole	2020-10-20
2020-06-30	$730,379	2,470	+4.8%	Shares	Sole	2020-07-17
2020-03-31	$569,115	2,356	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.