Regent Peak Wealth Advisors LLC

Position in MA — Mastercard Inc

CIK 1803329 ATLANTA, GA

Position in MA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,048,771

+$14,475 QoQ

Shares Held

2,042

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#2,027

of 3,563 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,514,294 across 4 Credit Services names. MA ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,336	$1,830,728
2	MA	Mastercard Inc This page	2,042	$1,048,771
3	AXP	American Express Co	1,197	$404,885
4	COF	Capital One Financial Corp	1,146	$229,910

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,048,771	2,042	-1.4%	Shares	Sole	2026-07-10
2026-03-31	$1,034,296	2,070	+2.1%	Shares	Sole	2026-04-14
2025-12-31	$1,157,173	2,027	+1.7%	Shares	Sole	2026-01-08
2025-09-30	$1,133,638	1,993	+13.6%	Shares	Sole	2025-10-16
2025-03-31	$961,950	1,755	-2.3%	Shares	Sole	2025-04-14
2024-12-31	$945,719	1,796	+2.3%	Shares	Sole	2025-01-07
2024-09-30	$866,619	1,755	+1.4%	Shares	Sole	2024-10-16
2024-06-30	$763,647	1,731	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$810,482	1,683	-8.1%	Shares	Sole	2024-05-01
2023-12-31	$781,366	1,832	-0.2%	Shares	Sole	2024-01-23
2023-09-30	$726,890	1,836	+2.7%	Shares	Sole	2023-11-03
2023-06-30	$703,220	1,788	-1.9%	Shares	Sole	2023-07-19
2023-03-31	$662,133	1,822	-1.1%	Shares	Sole	2023-04-24
2022-12-31	$640,866	1,843	+17.7%	Shares	Sole	2023-02-08
2022-09-30	$445,276	1,566	-6.2%	Shares	Sole	2022-11-14
2022-06-30	$526,536	1,669	+1.0%	Shares	Sole	2022-08-11
2022-03-31	$590,391	1,652	+3.4%	Shares	Sole	2022-05-03
2021-12-31	$573,834	1,597	-34.9%	Shares	Sole	2022-02-11
2021-09-30	$853,206	2,454	-2.2%	Shares	Sole	2021-11-08
2021-06-30	$916,010	2,509	+2.9%	Shares	Sole	2021-08-16
2021-03-31	$868,049	2,438	+9.1%	Shares	Sole	2021-04-28
2020-12-31	$797,760	2,235	+1.0%	Shares	Sole	2021-02-12
2020-09-30	$748,370	2,213	-0.6%	Shares	Sole	2020-11-04
2020-06-30	$658,228	2,226	+119.5%	Shares	Sole	2020-08-05
2020-03-31	$244,941	1,014	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.