Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,838,112
+$891,298 QoQ
Shares Held
9,420
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,202
of 3,560 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $29,825,831 across 9 Credit Services names. MA ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
37,462 | $12,671,521 | |
| 2 | V |
Visa Inc.
|
24,936 | $8,555,292 | |
| 3 | MA |
Mastercard Inc
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|
9,420 | $4,838,112 | |
| 4 | COF |
Capital One Financial Corp
|
5,230 | $1,049,242 | |
| 5 | SYF |
Synchrony Financial
|
9,823 | $747,039 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,297 | $595,070 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
30,310 | $543,458 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
2,059 | $445,402 |
All Filings in MA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,838,112 | 9,420 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,946,814 | 7,899 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,118,328 | 7,214 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,476,534 | 7,870 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,105,731 | 12,645 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,290,912 | 6,004 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,312,212 | 2,492 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,612,202 | 5,290 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $12,790,993 | 28,994 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,300,000 | 27,618 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $482,809 | 1,132 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||