Position in MA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$236,769
-$32,547 QoQ
Shares Held
461
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,136
of 3,555 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $761,066 across 12 Credit Services names. MA ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
745 | $255,602 | |
| 2 | MA |
Mastercard Inc
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|
461 | $236,769 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
8,893 | $159,451 | |
| 4 | AXP |
American Express Co
|
226 | $76,444 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
354 | $15,285 | |
| 6 | ALLY |
Ally Financial Inc.
|
227 | $10,430 | |
| 7 | COF |
Capital One Financial Corp
|
29 | $5,817 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
4 | $433 |
All Filings in MA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,769 | 461 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $269,316 | 539 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $252,899 | 443 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $250,845 | 441 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $196,679 | 350 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $169,369 | 309 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $173,241 | 329 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $159,003 | 322 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $137,200 | 311 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $154,102 | 320 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $125,393 | 294 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $116,793 | 295 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $114,057 | 290 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $105,752 | 291 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $82,759 | 238 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $70,516 | 248 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||