Position in MA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,345,040
+$719,384 QoQ
Shares Held
8,696
+36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $16,344,059 across 7 Credit Services names. MA ranks #3 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
18,388 | $5,561,998 | |
| 2 | V |
Visa Inc.
|
15,977 | $4,828,884 | |
| 3 | MA |
Mastercard Inc
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|
8,696 | $4,345,040 | |
| 4 | COF |
Capital One Financial Corp
|
5,032 | $917,984 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
7,990 | $361,384 | |
| 6 | SYF |
Synchrony Financial
|
3,045 | $207,118 | |
| 7 | WU |
Western Union CO
|
13,935 | $121,651 |
All Filings in MA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,345,040 | 8,696 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,625,656 | 6,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,441,264 | 7,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,173,524 | 7,427 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,497,779 | 4,557 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,353,765 | 4,470 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,124,326 | 4,302 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,694,935 | 3,842 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,605,072 | 3,333 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,172,902 | 2,750 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $905,841 | 2,288 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $734,290 | 1,867 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $859,464 | 2,365 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $868,627 | 2,498 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $593,131 | 2,086 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $655,077 | 1,833 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $648,213 | 1,804 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||