Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$222,902
+$17,043 QoQ
Shares Held
434
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,193
of 3,560 holders
Holding Since
Dec 2024
7 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, 2026Keystone Financial Services holds $1,366,763 across 2 Credit Services names. MA ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,334 | $1,143,861 | |
| 2 | MA |
Mastercard Inc
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|
434 | $222,902 |
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,902 | 434 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $205,859 | 412 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $236,343 | 414 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $239,468 | 421 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $218,593 | 389 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $219,795 | 401 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $209,574 | 398 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||