Position in MA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,092,427
+$63,128 QoQ
Shares Held
2,127
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,995
of 3,563 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Western Financial Corp/CA holds $1,831,711 across 2 Credit Services names. MA ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
This page
|
2,127 | $1,092,427 | |
| 2 | COF |
Capital One Financial Corp
|
3,685 | $739,284 |
All Filings in MA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,427 | 2,127 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,029,299 | 2,060 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,680,099 | 2,943 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,655,805 | 2,911 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,608,834 | 2,863 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,556,112 | 2,839 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $911,492 | 1,731 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $283,441 | 574 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $252,784 | 573 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $274,494 | 570 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||