PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in MA — Mastercard Inc

CIK 2145782 WALTHAM, MA

Position in MA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$37,492

+$35,994 QoQ

Shares Held

+2333.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,449

of 3,563 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,132,858 across 6 Credit Services names. MA ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,040	$699,903
2	SOFI	SoFi Technologies, Inc.	13,606	$243,955
3	AXP	American Express Co	345	$116,696
4	MA	Mastercard Inc This page	73	$37,492
5	COF	Capital One Financial Corp	152	$30,494
6	PYPL	PayPal Holdings, Inc.	100	$4,318

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,492	73	+2333.3%	Shares	Sole	2026-08-07
2026-03-31	$1,498	3	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.