Marion Wealth Management

Position in MA — Mastercard Inc

CIK 1911097 MONROEVILLE, PA

Position in MA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,332,236

+$267,822 QoQ

Shares Held

6,488

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#1,393

of 3,563 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marion Wealth Management holds $4,111,528 across 3 Credit Services names. MA ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	6,488	$3,332,236
2	COF	Capital One Financial Corp	1,993	$399,835
3	V	Visa Inc.	1,106	$379,457

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,332,236	6,488	+5.8%	Shares	Sole	2026-07-16
2026-03-31	$3,064,414	6,133	+9.7%	Shares	Sole	2026-05-12
2025-12-31	$3,192,360	5,592	+1.5%	Shares	Sole	2026-01-26
2025-09-30	$3,133,574	5,509	-0.6%	Shares	Sole	2025-10-10
2025-06-30	$3,115,957	5,545	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$3,023,978	5,517	-4.1%	Shares	Sole	2025-04-08
2024-12-31	$3,030,410	5,755	+0.6%	Shares	Sole	2025-01-13
2024-09-30	$2,823,548	5,718	+3.1%	Shares	Sole	2024-10-07
2024-06-30	$2,447,114	5,547	+0.9%	Shares	Sole	2024-07-09
2024-03-31	$2,647,671	5,498	+0.5%	Shares	Sole	2024-04-08
2023-12-31	$2,334,289	5,473	-37.8%	Shares	Sole	2024-01-10
2023-09-30	$3,481,236	8,793	+0.1%	Shares	Sole	2023-10-18
2023-06-30	$3,454,353	8,783	+1.8%	Shares	Sole	2023-07-24
2023-03-31	$3,135,864	8,629	+5.9%	Shares	Sole	2023-04-24
2022-12-31	$2,833,999	8,150	+20.0%	Shares	Sole	2023-01-19
2022-09-30	$1,930,668	6,790	+8.9%	Shares	Sole	2022-11-10
2022-06-30	$1,967,017	6,235	+7.0%	Shares	Sole	2022-07-27
2022-03-31	$2,081,738	5,825	+3.2%	Shares	Sole	2022-04-08
2021-12-31	$2,028,720	5,646	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.