BIRCH FINANCIAL GROUP, LLC

Position in MA — Mastercard Inc

CIK 2083592 KEENE, NH

Position in MA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$616,320

-$227,605 QoQ

Shares Held

1,200

-29.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#2,430

of 3,560 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIRCH FINANCIAL GROUP, LLC holds $22,495,751 across 4 Credit Services names. MA ranks #3 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	62,109	$21,008,369
2	V	Visa Inc.	1,875	$643,293
3	MA	Mastercard Inc This page	1,200	$616,320
4	AFRM	Affirm Holdings, Inc.	2,793	$227,769

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,320	1,200	-29.0%	Shares	Sole	2026-07-15
2026-03-31	$843,925	1,689	-7.4%	Shares	Sole	2026-04-17
2025-12-31	$1,040,714	1,823	+2.3%	Shares	Sole	2026-01-15
2025-09-30	$1,013,619	1,782	+3.5%	Shares	Sole	2025-10-31
2025-06-30	$967,660	1,722	-1.4%	Shares	Sole	2025-10-31
2025-03-31	$957,565	1,747	-3.4%	Shares	Sole	2025-10-31
2024-12-31	$952,565	1,809	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.