Root Financial Partners, LLC

Position in MA — Mastercard Inc

CIK 1977181 ENCINITAS, CA

Position in MA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$918,830

-$222,393 QoQ

Shares Held

1,789

-21.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,124

of 3,575 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $4,080,451 across 6 Credit Services names. MA ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,081	$1,400,150
2	MA	Mastercard Inc This page	1,789	$918,830
3	AXP	American Express Co	2,646	$895,009
4	COF	Capital One Financial Corp	3,144	$630,749
5	SOFI	SoFi Technologies, Inc.	11,640	$208,705
6	HTT	High Templar Tech Ltd	10,550	$27,008

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$918,830	1,789	-21.7%	Shares	Sole	2026-07-29
2026-03-31	$1,141,223	2,284	+4.6%	Shares	Sole	2026-04-24
2025-12-31	$1,246,231	2,183	+8.2%	Shares	Sole	2026-02-10
2025-09-30	$1,147,289	2,017	+4.8%	Shares	Sole	2025-10-29
2025-06-30	$1,081,172	1,924	+56.8%	Shares	Sole	2025-08-11
2025-03-31	$672,543	1,227	+8.9%	Shares	Sole	2025-04-25
2024-12-31	$593,444	1,127	+38.6%	Shares	Sole	2025-01-30
2024-09-30	$401,459	813	+30.7%	Shares	Sole	2024-11-01
2024-06-30	$274,401	622	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.