Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,408
+$419 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,491
of 3,555 holders
Holding Since
Dec 2024
7 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $1,000,453 across 7 Credit Services names. MA ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,147 | $736,614 | |
| 2 | WU |
Western Union CO
|
30,736 | $236,667 | |
| 3 | MA |
Mastercard Inc
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|
30 | $15,408 | |
| 4 | AXP |
American Express Co
|
21 | $7,103 | |
| 5 | COF |
Capital One Financial Corp
|
12 | $2,407 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
80 | $1,434 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
19 | $820 |
All Filings in MA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,408 | 30 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,989 | 30 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $34,252 | 60 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,128 | 60 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,716 | 60 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,272 | 68 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,806 | 68 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||