Position in MA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$99,124
+$14,682 QoQ
Shares Held
193
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,361
of 3,555 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $324,776 across 7 Credit Services names. MA ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
318 | $109,102 | |
| 2 | MA |
Mastercard Inc
This page
|
193 | $99,124 | |
| 3 | COF |
Capital One Financial Corp
|
250 | $50,155 | |
| 4 | AXP |
American Express Co
|
103 | $34,839 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
320 | $13,817 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
212 | $12,925 | |
| 7 | ENVA |
Enova International, Inc.
|
20 | $4,814 |
All Filings in MA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,124 | 193 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $84,442 | 169 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,827 | 54 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,146 | 53 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $28,658 | 51 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||