Position in MA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$243,960
+$9,120 QoQ
Shares Held
475
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,106
of 3,555 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $1,766,472 across 7 Credit Services names. MA ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,969 | $1,018,634 | |
| 2 | COF |
Capital One Financial Corp
|
1,237 | $248,166 | |
| 3 | MA |
Mastercard Inc
This page
|
475 | $243,960 | |
| 4 | AXP |
American Express Co
|
611 | $206,670 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
653 | $28,196 | |
| 6 | SYF |
Synchrony Financial
|
272 | $20,685 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
9 | $161 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,960 | 475 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $234,840 | 470 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $279,731 | 490 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $259,946 | 457 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $254,558 | 453 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $240,076 | 438 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $228,004 | 433 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $213,815 | 433 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $191,022 | 433 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $220,077 | 457 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $181,266 | 425 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $152,029 | 384 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $177,378 | 451 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $163,897 | 451 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $150,219 | 432 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $142,454 | 501 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $158,055 | 501 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $179,047 | 501 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $155,944 | 434 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $124,121 | 357 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $166,846 | 457 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $216,122 | 607 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $161,336 | 452 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $152,852 | 452 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $133,656 | 452 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $109,185 | 452 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||