Excelsior Advisor Network LLC

Position in MA — Mastercard Inc

CIK 2110679 SCOTTSDALE, AZ

Position in MA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,015,880

+$1,575,680 QoQ

Shares Held

3,925

+345.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,638

of 3,563 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $4,789,305 across 5 Credit Services names. MA ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	3,925	$2,015,880
2	V	Visa Inc.	5,697	$1,954,583
3	PYPL	PayPal Holdings, Inc.	7,345	$317,157
4	AXP	American Express Co	810	$273,982
5	COF	Capital One Financial Corp	1,135	$227,703

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,015,880	3,925	+345.5%	Shares	Sole	2026-08-14
2026-03-31	$440,200	881	+18.6%	Shares	Sole	2026-05-15
2025-12-31	$424,163	743	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.