Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,891,588
+$166,762 QoQ
Shares Held
3,683
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,666
of 3,563 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Marshall Financial Group, LLC holds $7,526,139 across 6 Credit Services names. MA ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,775 | $3,696,794 | |
| 2 | MA |
Mastercard Inc
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|
3,683 | $1,891,588 | |
| 3 | AXP |
American Express Co
|
3,145 | $1,063,796 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
19,812 | $355,229 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
4,645 | $283,205 | |
| 6 | COF |
Capital One Financial Corp
|
1,174 | $235,527 |
All Filings in MA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,891,588 | 3,683 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,724,826 | 3,452 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,014,064 | 3,528 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,122,798 | 3,732 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,069,063 | 3,682 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,224,819 | 4,059 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,107,859 | 4,003 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,944,584 | 3,938 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,733,758 | 3,930 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,864,639 | 3,872 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,590,029 | 3,728 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,474,368 | 3,724 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,465,829 | 3,727 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,340,982 | 3,690 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,555,048 | 4,472 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,208,160 | 4,249 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,372,338 | 4,350 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,747,945 | 4,891 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,869,901 | 5,204 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,468,252 | 4,223 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,616,983 | 4,429 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,744,288 | 4,899 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,716,167 | 4,808 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||