Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,683,539
+$133,955 QoQ
Shares Held
7,172
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,343
of 3,576 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $13,950,186 across 8 Credit Services names. MA ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
18,319 | $6,285,065 | |
| 2 | MA |
Mastercard Inc
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|
7,172 | $3,683,539 | |
| 3 | COF |
Capital One Financial Corp
|
9,277 | $1,861,151 | |
| 4 | AXP |
American Express Co
|
3,876 | $1,311,057 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
16,990 | $304,630 | |
| 6 | ENVA |
Enova International, Inc.
|
1,010 | $243,137 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
1,015 | $202,259 | |
| 8 | FINV |
FinVolution Group
|
12,390 | $59,348 |
All Filings in MA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,683,539 | 7,172 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,549,584 | 7,104 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,238,784 | 7,425 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,721,723 | 6,543 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,119,890 | 5,552 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,082,626 | 5,624 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $3,066,217 | 5,823 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,042,685 | 10,212 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,986,321 | 9,036 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,109,236 | 8,533 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,752,861 | 8,799 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,269,287 | 3,206 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,319,521 | 3,355 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||