Principle Wealth Partners LLC

Position in MA — Mastercard Inc

CIK 1743413 MADISON, CT

Position in MA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,978,880

+$59,867 QoQ

Shares Held

5,800

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,445

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $19,693,942 across 6 Credit Services names. MA ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	38,387	$13,170,195
2	MA	Mastercard Inc This page	5,800	$2,978,880
3	AXP	American Express Co	8,662	$2,929,921
4	COF	Capital One Financial Corp	1,270	$254,787
5	ALLY	Ally Financial Inc.	4,900	$225,155
6	WU	Western Union CO	17,533	$135,004

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,978,880	5,800	-0.7%	Shares	Sole	2026-08-07
2026-03-31	$2,919,013	5,842	-0.5%	Shares	Sole	2026-05-07
2025-12-31	$3,353,349	5,874	+0.1%	Shares	Sole	2026-02-06
2025-09-30	$3,337,777	5,868	-1.0%	Shares	Sole	2025-11-03
2025-06-30	$3,331,180	5,928	+19.9%	Shares	Sole	2025-07-30
2025-03-31	$2,709,905	4,944	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$2,602,835	4,943	-1.9%	Shares	Sole	2025-01-29
2024-09-30	$2,488,258	5,039	-0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,223,887	5,041	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$2,431,928	5,050	+1.4%	Shares	Sole	2024-04-23
2023-12-31	$2,123,593	4,979	+1.3%	Shares	Sole	2024-02-05
2023-09-30	$1,946,293	4,916	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$1,928,743	4,904	0.0%	Shares	Sole	2023-07-31
2023-03-31	$1,782,162	4,904	+0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,704,920	4,903	+2.6%	Shares	Sole	2023-02-02
2022-09-30	$1,358,576	4,778	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$1,531,024	4,853	+0.0%	Shares	Sole	2022-08-02
2022-03-31	$1,734,007	4,852	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$1,739,827	4,842	+1.1%	Shares	Sole	2022-02-11
2021-09-30	$1,665,734	4,791	+0.0%	Shares	Sole	2021-11-16
2021-06-30	$1,748,781	4,790	-2.3%	Shares	Sole	2021-08-13
2021-03-31	$1,745,357	4,902	+5.6%	Shares	Sole	2021-05-18
2020-12-31	$1,656,915	4,642	-3.2%	Shares	Sole	2021-02-16
2020-09-30	$1,622,201	4,797	-0.3%	Shares	Sole	2020-11-16
2020-06-30	$1,423,204	4,813	-0.4%	Shares	Sole	2020-08-14
2020-03-31	$1,167,217	4,832	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.