Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,128,747
+$28,759 QoQ
Shares Held
15,827
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#975
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $42,295,331 across 11 Credit Services names. MA ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
41,866 | $14,363,805 | |
| 2 | AXP |
American Express Co
|
25,478 | $8,617,933 | |
| 3 | MA |
Mastercard Inc
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|
15,827 | $8,128,747 | |
| 4 | COF |
Capital One Financial Corp
|
38,229 | $7,669,501 | |
| 5 | SYF |
Synchrony Financial
|
14,318 | $1,088,883 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,274 | $789,071 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
2,878 | $622,568 | |
| 8 | ENVA |
Enova International, Inc.
|
1,351 | $325,226 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,128,747 | 15,827 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,099,988 | 16,211 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,206,996 | 9,121 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,366,185 | 7,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,263,494 | 4,028 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,593,155 | 4,731 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,208,434 | 4,194 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,849,774 | 3,746 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,821,549 | 4,129 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $2,030,780 | 4,217 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,761,912 | 4,131 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,683,409 | 4,252 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,685,683 | 4,286 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,575,382 | 4,335 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,557,482 | 4,479 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,272,705 | 4,476 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,437,011 | 4,555 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,693,266 | 4,738 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,801,989 | 5,015 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,745,701 | 5,021 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,861,593 | 5,099 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,471,699 | 6,942 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,398,993 | 6,721 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,313,082 | 6,840 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,372,105 | 8,022 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,254,479 | 9,333 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||