Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,839,139
+$1,452,944 QoQ
Shares Held
9,422
+39.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,178
of 3,512 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $18,882,277 across 6 Credit Services names. MA ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
16,837 | $5,776,606 | |
| 2 | MA |
Mastercard Inc
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|
9,422 | $4,839,139 | |
| 3 | SYF |
Synchrony Financial
|
47,424 | $3,606,595 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
61,345 | $2,648,877 | |
| 5 | AXP |
American Express Co
|
4,694 | $1,587,745 | |
| 6 | ATLC |
Atlanticus Holdings Corp
|
4,140 | $423,315 |
All Filings in MA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,839,139 | 9,422 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,386,195 | 6,777 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $239,198 | 419 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $234,349 | 412 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||