Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,574
+$17,590 QoQ
Shares Held
79
+71.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,430
of 3,555 holders
Holding Since
Dec 2024
4 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $424,147 across 7 Credit Services names. MA ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,054 | $361,616 | |
| 2 | MA |
Mastercard Inc
This page
|
79 | $40,574 | |
| 3 | AXP |
American Express Co
|
37 | $12,515 | |
| 4 | ALLY |
Ally Financial Inc.
|
78 | $3,584 | |
| 5 | COF |
Capital One Financial Corp
|
15 | $3,009 | |
| 6 | SYF |
Synchrony Financial
|
21 | $1,597 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
29 | $1,252 |
All Filings in MA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,574 | 79 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,984 | 46 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $33,983 | 62 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,120 | 61 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||