Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$321,000
+$9,213 QoQ
Shares Held
625
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,890
of 3,560 holders
Holding Since
Sep 2025
4 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, 2026STEINBERGANNA WEALTH MANAGEMENT holds $1,763,468 across 2 Credit Services names. MA ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
80,450 | $1,442,468 | |
| 2 | MA |
Mastercard Inc
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|
625 | $321,000 |
All Filings in MA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,000 | 625 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $311,787 | 624 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $356,229 | 624 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $357,212 | 628 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||