KINGSWOOD WEALTH ADVISORS, LLC

Position in MA — Mastercard Inc

CIK 1987855 SAN DIEGO, CA

Position in MA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,549,584

-$689,200 QoQ

Shares Held

7,104

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,963,340 across 6 Credit Services names. MA ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,924	$5,417,349
2	MA	Mastercard Inc This page	7,104	$3,549,584
3	COF	Capital One Financial Corp	7,949	$1,450,136
4	AXP	American Express Co	3,650	$1,104,052
5	SOFI	SoFi Technologies, Inc.	22,826	$362,476
6	FINV	FinVolution Group	16,648	$79,743

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,549,584	7,104	-4.3%	Shares	Sole	2026-04-28
2025-12-31	$4,238,784	7,425	+13.5%	Shares	Sole	2026-01-28
2025-09-30	$3,721,723	6,543	+17.8%	Shares	Sole	2025-10-23
2025-06-30	$3,119,890	5,552	-1.3%	Shares	Sole	2025-07-23
2025-03-31	$3,082,626	5,624	-3.4%	Shares	Sole	2025-07-25
2024-12-31	$3,066,217	5,823	-43.0%	Shares	Sole	2025-01-22
2024-09-30	$5,042,685	10,212	+13.0%	Shares	Sole	2024-10-21
2024-06-30	$3,986,321	9,036	+5.9%	Shares	Sole	2024-07-09
2024-03-31	$4,109,236	8,533	-3.0%	Shares	Sole	2024-04-15
2023-12-31	$3,752,861	8,799	+174.5%	Shares	Sole	2024-01-16
2023-09-30	$1,269,287	3,206	-4.4%	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.