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Quantum Financial Advisors, LLC

Position in MA — Mastercard Inc

CIK 1929139 SANTA MONICA, CA

Position in MA

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$805,838
+$9,880 QoQ
Shares Held
1,569
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,218
of 3,563 holders
Holding Since
Jun 2022
17 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, 2026

Quantum Financial Advisors, LLC holds $3,741,185 across 4 Credit Services names. MA ranks #3 (21.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MA
Mastercard Inc
This page
1,569 $805,838

All Filings in MA

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $805,838 1,569
2026-03-31 $795,958 1,593
2025-12-31 $886,005 1,552
2025-09-30 $881,655 1,550
2025-06-30 $871,007 1,550
2025-03-31 $849,586 1,550
2024-12-31 $829,347 1,575
2024-09-30 $777,735 1,575
2024-06-30 $694,827 1,575
2024-03-31 $758,472 1,575
2023-12-31 $652,560 1,530
2023-09-30 $607,325 1,534
2023-06-30 $615,514 1,565
2023-03-31 $568,736 1,565
2022-12-31 $544,197 1,565
2022-09-30 $440,727 1,550
2022-06-30 $499,720 1,584