Sovereign Financial Group, Inc.

Position in MA — Mastercard Inc

CIK 1846175 STAMFORD, CT

Position in MA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,824,800

+$87,163 QoQ

Shares Held

5,500

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#1,479

of 3,563 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $5,680,356 across 4 Credit Services names. MA ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	5,500	$2,824,800
2	V	Visa Inc.	5,456	$1,871,899
3	AXP	American Express Co	2,312	$782,034
4	COF	Capital One Financial Corp	1,005	$201,623

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,824,800	5,500	+0.4%	Shares	Sole	2026-07-24
2026-03-31	$2,737,637	5,479	+0.0%	Shares	Sole	2026-04-17
2025-12-31	$3,127,280	5,478	+0.7%	Shares	Sole	2026-01-07
2025-09-30	$3,094,895	5,441	+0.9%	Shares	Sole	2025-10-17
2025-06-30	$3,031,666	5,395	+0.4%	Shares	Sole	2025-07-25
2025-03-31	$2,944,500	5,372	+0.3%	Shares	Sole	2025-04-11
2024-12-31	$2,819,255	5,354	-1.5%	Shares	Sole	2025-01-14
2024-09-30	$2,683,309	5,434	+0.0%	Shares	Sole	2024-10-08
2024-06-30	$2,396,822	5,433	+0.0%	Shares	Sole	2024-07-15
2024-03-31	$2,615,406	5,431	0.0%	Shares	Sole	2024-04-15
2023-12-31	$2,316,375	5,431	+2.7%	Shares	Sole	2024-02-06
2023-09-30	$2,092,780	5,286	+0.8%	Shares	Sole	2023-11-03
2023-06-30	$2,062,465	5,244	+0.9%	Shares	Sole	2023-07-31
2023-03-31	$1,888,641	5,197	-0.1%	Shares	Sole	2023-05-04
2022-12-31	$1,809,586	5,204	+2.4%	Shares	Sole	2023-02-14
2022-09-30	$1,444,447	5,080	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$1,611,156	5,107	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$1,820,493	5,094	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$1,818,518	5,061	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$1,753,002	5,042	-2.9%	Shares	Sole	2021-11-12
2021-06-30	$1,895,182	5,191	0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,848,255	5,191	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$1,850,020	5,183	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.