Cornerstone Wealth Group, LLC

Position in MA — Mastercard Inc

CIK 1774879 HUNTERSVILLE, NC

Position in MA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,425,712

+$214,398 QoQ

Shares Held

6,670

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,373

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $14,543,713 across 6 Credit Services names. MA ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	26,168	$8,977,979
2	MA	Mastercard Inc This page	6,670	$3,425,712
3	AXP	American Express Co	3,389	$1,146,329
4	COF	Capital One Financial Corp	2,839	$569,560
5	PYPL	PayPal Holdings, Inc.	4,928	$212,791
6	SYF	Synchrony Financial	2,779	$211,342

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,425,712	6,670	+3.8%	Shares	Sole	2026-07-27
2026-03-31	$3,211,314	6,427	+5.3%	Shares	Sole	2026-04-22
2025-12-31	$3,483,509	6,102	+3.2%	Shares	Sole	2026-01-26
2025-09-30	$3,362,235	5,911	+1.2%	Shares	Sole	2025-10-30
2025-06-30	$3,282,853	5,842	-1.1%	Shares	Sole	2025-07-28
2025-03-31	$3,237,744	5,907	-2.1%	Shares	Sole	2025-04-23
2024-12-31	$3,176,796	6,033	+6.3%	Shares	Sole	2025-01-22
2024-09-30	$2,803,796	5,678	+5.3%	Shares	Sole	2024-10-25
2024-06-30	$2,378,734	5,392	+7.5%	Shares	Sole	2024-07-24
2024-03-31	$2,416,518	5,018	+19.7%	Shares	Sole	2024-04-17
2023-12-31	$1,787,503	4,191	+3.2%	Shares	Sole	2024-02-13
2023-09-30	$1,607,394	4,060	+1.2%	Shares	Sole	2023-10-18
2023-06-30	$1,577,133	4,010	+5.7%	Shares	Sole	2023-08-02
2023-03-31	$1,378,777	3,794	+0.9%	Shares	Sole	2023-04-25
2022-12-31	$1,307,117	3,759	-1.7%	Shares	Sole	2023-01-25
2022-09-30	$1,087,031	3,823	-3.9%	Shares	Sole	2022-10-19
2022-06-30	$1,254,979	3,978	+4.2%	Shares	Sole	2022-07-20
2022-03-31	$1,364,834	3,819	-0.3%	Shares	Sole	2022-04-25
2021-12-31	$1,375,836	3,829	+85.5%	Shares	Sole	2022-01-25
2021-09-30	$717,611	2,064	-79.9%	Shares	Sole	2021-10-29
2021-06-30	$3,741,807	10,249	+11.4%	Shares	Sole	2021-07-21
2021-03-31	$3,276,372	9,202	+368.3%	Shares	Sole	2021-04-26
2020-12-31	$701,387	1,965	-4.1%	Shares	Sole	2021-01-28
2020-09-30	$692,572	2,048	+0.9%	Shares	Sole	2020-10-27
2020-06-30	$600,271	2,030	-19.2%	Shares	Sole	2020-07-27
2020-03-31	$606,557	2,511	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.