Concord Wealth Partners

Position in MA — Mastercard Inc

CIK 1814214 ABINGDON, VA

Position in MA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,111,388

-$17,982 QoQ

Shares Held

6,058

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,422

of 3,563 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $7,143,115 across 5 Credit Services names. MA ranks #2 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,623	$3,987,735
2	MA	Mastercard Inc This page	6,058	$3,111,388
3	COF	Capital One Financial Corp	152	$30,494
4	AXP	American Express Co	38	$12,853
5	SOFI	SoFi Technologies, Inc.	36	$645

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,111,388	6,058	-3.3%	Shares	Sole	2026-07-27
2026-03-31	$3,129,370	6,263	+6.2%	Shares	Sole	2026-05-01
2025-12-31	$3,367,050	5,898	+5.8%	Shares	Sole	2026-01-29
2025-09-30	$3,169,978	5,573	-3.4%	Shares	Sole	2025-11-05
2025-06-30	$3,241,831	5,769	+9.3%	Shares	Sole	2025-07-25
2025-03-31	$2,894,073	5,280	-9.5%	Shares	Sole	2025-05-02
2024-12-31	$3,070,956	5,832	+1.4%	Shares	Sole	2025-01-24
2024-09-30	$2,840,831	5,753	+15.4%	Shares	Sole	2024-10-24
2024-06-30	$2,200,064	4,987	+4.8%	Shares	Sole	2024-07-31
2024-03-31	$2,291,791	4,759	+101.1%	Shares	Sole	2024-04-30
2023-06-30	$930,547	2,366	+34.9%	Shares	Sole	2023-08-08
2023-03-31	$637,421	1,754	+20.7%	Shares	Sole	2023-04-26
2022-12-31	$505,251	1,453	-23.0%	Shares	Sole	2023-01-30
2022-09-30	$536,549	1,887	-5.9%	Shares	Sole	2022-11-10
2022-06-30	$632,852	2,006	+17.9%	Shares	Sole	2022-08-04
2022-03-31	$607,903	1,701	-0.1%	Shares	Sole	2022-04-20
2021-12-31	$611,921	1,703	+66.6%	Shares	Sole	2022-01-21
2021-09-30	$355,328	1,022	+1.6%	Shares	Sole	2021-11-09
2021-06-30	$367,280	1,006	-1.7%	Shares	Sole	2021-07-29
2021-03-31	$364,239	1,023	+71.9%	Shares	Sole	2021-05-13
2020-12-31	$212,379	595	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.