MBL Wealth, LLC

Position in MA — Mastercard Inc

CIK 1845785 CHARLOTTE, NC

Position in MA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$945,024

-$60,290 QoQ

Shares Held

1,840

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,093

of 3,563 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Financial Services · as of Jun 30, 2026

MBL Wealth, LLC holds $4,623,956 across 5 Credit Services names. MA ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,030	$2,411,922
2	MA	Mastercard Inc This page	1,840	$945,024
3	AXP	American Express Co	2,079	$703,221
4	COF	Capital One Financial Corp	1,804	$361,918
5	OMF	OneMain Holdings, Inc.	3,311	$201,871

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$945,024	1,840	-8.5%	Shares	Sole	2026-07-15
2026-03-31	$1,005,314	2,012	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$1,164,023	2,039	+7.9%	Shares	Sole	2026-01-21
2025-09-30	$1,075,050	1,890	+38.3%	Shares	Sole	2025-10-16
2025-06-30	$768,171	1,367	+4.3%	Shares	Sole	2025-07-22
2025-03-31	$718,584	1,311	+3.7%	Shares	Sole	2025-05-21
2024-12-31	$665,584	1,264	-1.6%	Shares	Sole	2025-04-21
2024-09-30	$634,038	1,284	-0.8%	Shares	Sole	2025-01-08
2024-06-30	$570,860	1,294	+0.1%	Shares	Sole	2024-07-19
2024-03-31	$622,669	1,293	+37.8%	Shares	Sole	2024-04-22
2023-12-31	$400,066	938	-7.6%	Shares	Defined	2024-01-18
2023-09-30	$401,848	1,015	-0.1%	Shares	Defined	2023-10-11
2023-06-30	$399,592	1,016	-6.5%	Shares	Defined	2023-07-17
2023-03-31	$395,026	1,087	-0.7%	Shares	Defined	2023-04-12
2022-12-31	$380,764	1,095	+9.9%	Shares	Defined	2023-01-12
2022-09-30	$283,202	996	+15.4%	Shares	Defined	2023-01-12
2022-06-30	$272,259	863	-17.8%	Shares	Defined	2023-01-12
2022-03-31	$375,249	1,050	+50.4%	Shares	Sole	2022-05-02
2021-03-31	$248,522	698	—	Shares	Defined	2021-05-27
No filing history on record for this holder in this stock.