Sound View Wealth Advisors Group, LLC

Position in MA — Mastercard Inc

CIK 1784777 SAVANNAH, GA

Position in MA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$672,302

-$96,674 QoQ

Shares Held

1,309

-14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,362

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $12,473,435 across 4 Credit Services names. MA ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	20,879	$7,163,376
2	AXP	American Express Co	12,061	$4,079,633
3	MA	Mastercard Inc This page	1,309	$672,302
4	COF	Capital One Financial Corp	2,782	$558,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,302	1,309	-14.9%	Shares	Sole	2026-08-11
2026-03-31	$768,976	1,539	+2.0%	Shares	Sole	2026-05-06
2025-12-31	$861,457	1,509	-4.1%	Shares	Sole	2026-01-08
2025-09-30	$895,306	1,574	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$876,626	1,560	-6.6%	Shares	Sole	2025-08-07
2025-03-31	$915,360	1,670	-6.6%	Shares	Sole	2025-05-08
2024-12-31	$941,507	1,788	0.0%	Shares	Sole	2025-02-07
2024-09-30	$882,914	1,788	+29.4%	Shares	Sole	2024-11-12
2024-06-30	$609,683	1,382	+0.4%	Shares	Sole	2024-08-05
2024-03-31	$663,121	1,377	-7.0%	Shares	Sole	2024-05-09
2023-12-31	$631,234	1,480	-4.3%	Shares	Sole	2024-02-08
2023-09-30	$612,076	1,546	+25.4%	Shares	Sole	2023-11-07
2023-06-30	$484,938	1,233	-11.0%	Shares	Sole	2023-08-08
2023-03-31	$503,686	1,386	-6.4%	Shares	Sole	2023-05-12
2022-12-31	$514,640	1,480	+9.0%	Shares	Sole	2024-02-13
2022-09-30	$386,133	1,358	+2.3%	Shares	Sole	2022-11-08
2022-06-30	$418,641	1,327	-4.5%	Shares	Sole	2022-08-05
2022-03-31	$496,400	1,389	+1.6%	Shares	Sole	2022-05-11
2021-12-31	$491,190	1,367	-11.8%	Shares	Sole	2022-01-20
2021-09-30	$538,904	1,550	+37.2%	Shares	Sole	2021-10-21
2021-06-30	$412,551	1,130	-1.0%	Shares	Sole	2021-07-21
2021-03-31	$406,253	1,141	+7.8%	Shares	Sole	2021-04-28
2020-12-31	$377,642	1,058	+1.5%	Shares	Sole	2021-02-02
2020-09-30	$352,373	1,042	0.0%	Shares	Sole	2020-11-09
2020-06-30	$308,119	1,042	+5.8%	Shares	Sole	2020-08-07
2020-03-31	$237,936	985	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.