Financial Gravity Asset Management, Inc.

Position in MA — Mastercard Inc

CIK 1741736 Lakeway, TX

Position in MA

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$316,784

-$102,241 QoQ

Shares Held

634

-13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $452,464 across 3 Credit Services names. MA ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	634	$316,784
2	V	Visa Inc.	429	$129,660
3	COF	Capital One Financial Corp	33	$6,020

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$316,784	634	-13.6%	Shares	Sole	2026-05-08
2025-12-31	$419,025	734	0.0%	Shares	Sole	2026-02-13
2025-09-30	$417,506	734	+487.2%	Shares	Sole	2025-11-14
2025-03-31	$68,515	125	+495.2%	Shares	Sole	2025-04-30
2024-06-30	$9,264	21	-89.9%	Shares	Sole	2024-08-06
2024-03-31	$100,166	208	+0.5%	Shares	Sole	2024-06-26
2023-12-31	$88,287	207	+430.8%	Shares	Sole	2024-06-26
2023-09-30	$15,436	39	-90.1%	Shares	Sole	2023-11-16
2023-06-30	$154,566	393	+8.3%	Shares	Sole	2023-08-09
2023-03-31	$10,508	363	+4.3%	Shares	Sole	2023-05-12
2022-12-31	$121,010	348	-95.3%	Shares	Sole	2023-02-15
2022-09-30	$1,961,048	7,384	-26.7%	Shares	Sole	2022-11-03
2022-06-30	$2,615,776	10,080	-11.8%	Shares	Sole	2022-08-05
2022-03-31	$3,356,184	11,424	-18.6%	Shares	Sole	2022-05-13
2021-12-31	$3,881,790	14,037	+22911.5%	Shares	Sole	2022-02-11
2021-09-30	$21,208	61	-47.9%	Shares	Sole	2021-11-12
2021-06-30	$42,715	117	-3.3%	Shares	Sole	2021-08-11
2021-03-31	$43,081	121	-14.8%	Shares	Sole	2021-05-17
2020-12-31	$50,682	142	-82.8%	Shares	Sole	2021-02-16
2020-03-31	$199,038	824	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.