Position in MA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$862,334
+$237,260 QoQ
Shares Held
1,679
+34.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,163
of 3,563 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $1,352,198 across 10 Credit Services names. MA ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
This page
|
1,679 | $862,334 | |
| 2 | V |
Visa Inc.
|
1,106 | $379,457 | |
| 3 | AXP |
American Express Co
|
218 | $73,738 | |
| 4 | SYF |
Synchrony Financial
|
140 | $10,647 | |
| 5 | SEZL |
Sezzle Inc.
|
52 | $8,924 | |
| 6 | COF |
Capital One Financial Corp
|
36 | $7,222 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
51 | $4,159 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
186 | $3,334 |
All Filings in MA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,334 | 1,679 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $625,074 | 1,251 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $717,596 | 1,257 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $708,168 | 1,245 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $697,367 | 1,241 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $609,509 | 1,112 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $556,584 | 1,057 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $548,118 | 1,110 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $493,658 | 1,119 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $614,964 | 1,277 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $553,183 | 1,297 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $522,601 | 1,320 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $519,156 | 1,320 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $479,701 | 1,320 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $662,773 | 1,906 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $605,075 | 2,128 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $662,192 | 2,099 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $867,361 | 2,427 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $898,659 | 2,501 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $681,105 | 1,959 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $687,099 | 1,882 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $607,421 | 1,706 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $442,248 | 1,239 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $384,499 | 1,137 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $319,356 | 1,080 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||