Position in MA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,227,316
+$3,230,578 QoQ
Shares Held
19,913
+42.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#876
of 3,560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Derivatives in MA
reported options exposure · as of Mar 31, 2024CallValue
$96,314
CallShares
200
PutValue
$96,314
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $28,453,503 across 6 Credit Services names. MA ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
34,369 | $11,791,660 | |
| 2 | MA |
Mastercard Inc
This page
|
19,913 | $10,227,316 | |
| 3 | SYF |
Synchrony Financial
|
42,605 | $3,240,110 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
20,428 | $1,665,903 | |
| 5 | COF |
Capital One Financial Corp
|
4,139 | $830,366 | |
| 6 | AXP |
American Express Co
|
2,064 | $698,148 |
All Filings in MA
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,227,316 | 19,913 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,996,738 | 14,003 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,325,168 | 9,328 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,119,890 | 7,243 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,426,456 | 4,318 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,768,554 | 5,051 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,723,946 | 5,173 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,447,272 | 4,956 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,174,036 | 4,928 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $96,314 | 200 | Call | Sole | 2024-04-18 | |
| 2024-03-31 | $96,314 | 200 | Put | Sole | 2024-04-18 | |
| 2024-03-31 | $1,596,886 | 3,316 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $996,753 | 2,337 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $298,557 | 700 | Call | Sole | 2024-01-24 | |
| 2023-09-30 | $793,007 | 2,003 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $798,399 | 2,030 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $504,413 | 1,388 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $537,938 | 1,547 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $650,569 | 2,288 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $706,359 | 2,239 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $994,231 | 2,782 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,317,267 | 3,666 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,578,467 | 4,540 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,979,517 | 5,422 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $178,025 | 500 | Call | Sole | 2021-05-18 | |
| 2021-03-31 | $1,611,838 | 4,527 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,514,496 | 4,243 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,259,345 | 3,724 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $982,906 | 3,324 | Shares | Sole | 2020-07-21 | |
| 2020-06-30 | $295,700 | 1,000 | Put | Sole | 2020-07-21 | |
| 2020-03-31 | $1,092,334 | 4,522 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||