BAKER TILLY WEALTH MANAGEMENT, LLC

Position in MA — Mastercard Inc

CIK 1840565 MADISON, WI

Position in MA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$617,347

-$17,221 QoQ

Shares Held

1,202

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,429

of 3,560 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $6,938,814 across 5 Credit Services names. MA ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,956	$3,758,894
2	COF	Capital One Financial Corp	5,853	$1,174,228
3	AXP	American Express Co	3,027	$1,023,882
4	MA	Mastercard Inc This page	1,202	$617,347
5	SOFI	SoFi Technologies, Inc.	20,327	$364,463

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,347	1,202	-5.4%	Shares	Sole	2026-07-17
2026-03-31	$634,568	1,270	-21.0%	Shares	Sole	2026-04-10
2025-12-31	$917,404	1,607	+0.4%	Shares	Sole	2026-01-08
2025-09-30	$910,096	1,600	+4.6%	Shares	Sole	2025-10-09
2025-06-30	$859,768	1,530	+0.1%	Shares	Sole	2025-07-10
2025-03-31	$837,527	1,528	+13.1%	Shares	Sole	2025-04-09
2024-12-31	$711,396	1,351	-0.5%	Shares	Sole	2025-01-10
2024-09-30	$670,580	1,358	-36.8%	Shares	Sole	2024-10-24
2024-06-30	$948,494	2,150	-72.2%	Shares	Sole	2024-07-18
2024-03-31	$3,723,499	7,732	-11.1%	Shares	Sole	2024-05-09
2023-12-31	$3,708,930	8,696	-9.1%	Shares	Sole	2024-01-10
2023-09-30	$3,788,858	9,570	-45.0%	Shares	Sole	2023-10-10
2023-06-30	$6,843,026	17,399	-4.4%	Shares	Sole	2023-07-20
2023-03-31	$6,616,605	18,207	-1.8%	Shares	Sole	2023-04-12
2022-12-31	$6,446,218	18,538	-15.6%	Shares	Sole	2023-01-26
2022-09-30	$6,247,802	21,973	-4.7%	Shares	Sole	2022-10-20
2022-06-30	$7,275,915	23,063	+1.7%	Shares	Sole	2022-07-28
2022-03-31	$8,107,880	22,687	+22.7%	Shares	Sole	2022-04-27
2021-12-31	$6,643,108	18,488	+23.2%	Shares	Sole	2022-02-08
2021-09-30	$5,215,547	15,001	+25.6%	Shares	Sole	2021-11-02
2021-06-30	$4,358,809	11,939	+14.7%	Shares	Sole	2021-07-30
2021-03-31	$3,705,768	10,408	+38.8%	Shares	Sole	2021-04-28
2020-12-31	$2,677,050	7,500	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.