Position in MA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,894,608
+$915,316 QoQ
Shares Held
9,530
+19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,197
of 3,563 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $20,844,554 across 8 Credit Services names. MA ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,947 | $9,245,246 | |
| 2 | MA |
Mastercard Inc
This page
|
9,530 | $4,894,608 | |
| 3 | AXP |
American Express Co
|
7,192 | $2,432,694 | |
| 4 | COF |
Capital One Financial Corp
|
9,241 | $1,853,929 | |
| 5 | SYF |
Synchrony Financial
|
10,278 | $781,641 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
14,347 | $619,503 | |
| 7 | ALLY |
Ally Financial Inc.
|
12,269 | $563,760 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
5,557 | $453,173 |
All Filings in MA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,894,608 | 9,530 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,979,292 | 7,964 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,865,973 | 12,027 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,855,362 | 8,536 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,458,740 | 6,155 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,192,799 | 5,825 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,880,337 | 5,470 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,638,867 | 5,344 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,064,628 | 4,680 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,260,971 | 4,695 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,637,371 | 3,839 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,047,989 | 17,802 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,984,614 | 17,759 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,373,484 | 17,538 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,999,037 | 17,252 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,795,962 | 16,867 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,520,685 | 7,990 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,811,000 | 2,791,495 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,837,550 | 7,897 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,616,987 | 7,527 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,733,428 | 7,487 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,666,814 | 7,490 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,667,055 | 7,472 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||