Golden State Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1776033 SANTA ANA, CA

Position in MA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$387,254

+$44,987 QoQ

Shares Held

754

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,769

of 3,560 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $4,992,801 across 10 Credit Services names. MA ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,479	$2,565,970
2	AXP	American Express Co	3,780	$1,278,585
3	COF	Capital One Financial Corp	1,939	$389,002
4	MA	Mastercard Inc This page	754	$387,254
5	EZPW	Ezcorp Inc	5,980	$206,728
6	PYPL	PayPal Holdings, Inc.	1,665	$71,894
7	OMF	OneMain Holdings, Inc.	912	$55,604
8	SYF	Synchrony Financial	228	$17,339

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,254	754	+10.1%	Shares	Sole	2026-07-22
2026-03-31	$342,267	685	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$390,481	684	-5.5%	Shares	Sole	2026-02-13
2025-09-30	$411,818	724	+0.8%	Shares	Sole	2025-11-03
2025-06-30	$403,472	718	-37.9%	Shares	Sole	2025-08-06
2025-03-31	$634,174	1,157	+2.5%	Shares	Sole	2025-04-24
2024-12-31	$594,497	1,129	-64.4%	Shares	Sole	2025-01-28
2022-03-31	$1,133,251	3,171	-20.1%	Shares	Sole	2022-05-19
2021-12-31	$1,426,141	3,969	+34.5%	Shares	Sole	2022-02-14
2021-09-30	$1,025,656	2,950	+1.9%	Shares	Sole	2021-11-15
2021-06-30	$1,057,300	2,896	+130.2%	Shares	Sole	2021-08-12
2021-03-31	$447,910	1,258	-39.7%	Shares	Sole	2021-05-14
2020-12-31	$744,219	2,085	+69.0%	Shares	Sole	2021-01-28
2020-09-30	$417,301	1,234	-39.8%	Shares	Sole	2020-11-12
2020-06-30	$606,480	2,051	+35.3%	Shares	Sole	2020-08-13
2020-03-31	$366,204	1,516	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.