Aprio Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1803519 ATLANTA, GA

Position in MA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,336,366

+$167,842 QoQ

Shares Held

4,549

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,573

of 3,563 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $10,167,081 across 5 Credit Services names. MA ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,249	$4,888,689
2	MA	Mastercard Inc This page	4,549	$2,336,366
3	AXP	American Express Co	3,799	$1,285,011
4	COF	Capital One Financial Corp	5,029	$1,008,917
5	SYF	Synchrony Financial	8,522	$648,098

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,336,366	4,549	+4.8%	Shares	Sole	2026-07-24
2026-03-31	$2,168,524	4,340	-10.0%	Shares	Sole	2026-05-11
2025-12-31	$2,752,212	4,821	+29.8%	Shares	Sole	2026-01-29
2025-09-30	$2,111,991	3,713	+7.7%	Shares	Sole	2025-11-12
2025-06-30	$1,938,131	3,449	-4.9%	Shares	Sole	2025-08-14
2025-03-31	$1,988,031	3,627	+22.9%	Shares	Sole	2025-05-15
2024-12-31	$1,554,434	2,952	+16.1%	Shares	Sole	2025-01-13
2024-09-30	$1,255,239	2,542	+5.3%	Shares	Sole	2024-10-08
2024-06-30	$1,064,960	2,414	-2.7%	Shares	Sole	2024-07-10
2024-03-31	$1,194,293	2,480	+24.1%	Shares	Sole	2024-04-10
2023-12-31	$852,593	1,999	-0.9%	Shares	Sole	2024-01-17
2023-09-30	$798,550	2,017	-2.6%	Shares	Sole	2023-10-10
2023-06-30	$814,524	2,071	+41.1%	Shares	Sole	2023-07-13
2023-03-31	$533,485	1,468	+17.2%	Shares	Sole	2023-04-14
2022-12-31	$435,705	1,253	+2.8%	Shares	Sole	2023-01-11
2022-09-30	$346,610	1,219	+11.7%	Shares	Sole	2022-10-13
2022-06-30	$344,188	1,091	+2.0%	Shares	Sole	2022-07-26
2022-03-31	$382,396	1,070	-0.9%	Shares	Sole	2022-04-19
2021-12-31	$388,065	1,080	0.0%	Shares	Sole	2022-01-26
2021-09-30	$375,494	1,080	0.0%	Shares	Sole	2021-10-14
2021-06-30	$394,297	1,080	-1.3%	Shares	Sole	2021-07-23
2020-12-31	$390,492	1,094	-1.4%	Shares	Sole	2021-01-11
2020-09-30	$375,368	1,110	-7.2%	Shares	Sole	2020-10-14
2020-06-30	$353,657	1,196	-7.9%	Shares	Sole	2020-07-20
2020-03-31	$313,786	1,299	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.