Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,460,019
-$4,041,682 QoQ
Shares Held
16,472
-24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#956
of 3,560 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. MA ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
This page
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in MA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,460,019 | 16,472 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $12,501,701 | 21,899 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,674,953 | 13,493 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,178,783 | 12,775 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $6,301,989 | 11,968 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,769,065 | 11,683 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,811,732 | 10,907 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,238,076 | 6,724 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,685,306 | 6,296 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,449,495 | 6,187 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,506,107 | 6,372 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,198,993 | 6,051 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,877,046 | 5,398 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,421,700 | 5,000 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,514,619 | 4,801 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,712,922 | 4,793 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $1,124,671 | 3,130 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,043,735 | 3,002 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,141,271 | 3,126 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,048,211 | 2,944 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,005,856 | 2,818 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $958,373 | 2,834 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $932,637 | 3,154 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $688,687 | 2,851 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||