Baron Wealth Management LLC

Position in MA — Mastercard Inc

CIK 1968507 TROY, MI

Position in MA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$827,923

+$148,886 QoQ

Shares Held

1,612

+18.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,194

of 3,560 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,605,206 across 5 Credit Services names. MA ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,416	$1,515,085
2	MA	Mastercard Inc This page	1,612	$827,923
3	BFH	Bread Financial Holdings, Inc.	6,466	$700,591
4	AXP	American Express Co	1,007	$340,617
5	ENVA	Enova International, Inc.	918	$220,990

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$827,923	1,612	+18.6%	Shares	Sole	2026-07-07
2026-03-31	$679,037	1,359	-8.7%	Shares	Sole	2026-04-16
2025-12-31	$849,469	1,488	0.0%	Shares	Sole	2026-01-14
2025-09-30	$846,389	1,488	+2.1%	Shares	Sole	2025-10-20
2025-06-30	$818,746	1,457	+13.0%	Shares	Sole	2025-07-09
2025-03-31	$706,526	1,289	+31.1%	Shares	Sole	2025-05-14
2024-12-31	$517,618	983	+4.8%	Shares	Sole	2025-01-23
2024-09-30	$463,184	938	+42.8%	Shares	Sole	2024-11-07
2024-06-30	$289,842	657	-6.9%	Shares	Sole	2024-08-13
2024-03-31	$339,988	706	+10.3%	Shares	Sole	2024-05-08
2023-12-31	$272,966	640	+2.7%	Shares	Sole	2024-01-04
2023-09-30	$246,651	623	-0.3%	Shares	Sole	2023-11-01
2023-06-30	$245,812	625	+4.9%	Shares	Sole	2023-08-08
2023-03-31	$216,592	596	-0.8%	Shares	Sole	2023-06-06
2022-12-31	$208,985	601	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.