Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,568,923
+$601,664 QoQ
Shares Held
14,737
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,004
of 3,563 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $26,671,841 across 6 Credit Services names. MA ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,157 | $9,660,384 | |
| 2 | MA |
Mastercard Inc
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|
14,737 | $7,568,923 | |
| 3 | AXP |
American Express Co
|
20,602 | $6,968,626 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,896 | $1,420,449 | |
| 5 | COF |
Capital One Financial Corp
|
2,788 | $559,328 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
27,559 | $494,131 |
All Filings in MA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,568,923 | 14,737 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,967,259 | 13,944 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,667,489 | 13,431 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,469,044 | 13,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,019,192 | 12,491 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,278,166 | 11,454 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,589,540 | 10,615 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,148,303 | 12,451 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,083,155 | 13,789 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,260,410 | 13,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,679,667 | 10,972 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,021,189 | 7,631 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,597,746 | 6,605 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,242,862 | 3,420 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,188,888 | 3,419 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||