Position in MA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,940,235
-$531,819 QoQ
Shares Held
17,407
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#923
of 3,560 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $63,763,407 across 9 Credit Services names. MA ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
63,461 | $21,772,834 | |
| 2 | AXP |
American Express Co
|
37,177 | $12,575,120 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
500,342 | $8,971,132 | |
| 4 | MA |
Mastercard Inc
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|
17,407 | $8,940,235 | |
| 5 | COF |
Capital One Financial Corp
|
31,031 | $6,225,439 | |
| 6 | SYF |
Synchrony Financial
|
46,739 | $3,554,500 | |
| 7 | ALLY |
Ally Financial Inc.
|
19,390 | $890,970 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
11,874 | $512,719 |
All Filings in MA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,940,235 | 17,407 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,472,054 | 18,957 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,895,659 | 12,079 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,869,518 | 12,077 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,343,178 | 11,288 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,446,120 | 9,936 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,863,356 | 11,135 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,676,286 | 9,470 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,483,399 | 7,896 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,073,640 | 4,306 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,990,948 | 4,668 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,766,154 | 4,461 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,141,356 | 2,902 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,008,462 | 2,775 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $913,834 | 2,628 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,203,326 | 4,232 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,179,579 | 3,739 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,792,975 | 5,017 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,708,207 | 4,754 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,607,672 | 4,624 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $486,664 | 1,333 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||