Position in MA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,664,515
+$532,827 QoQ
Shares Held
9,082
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,213
of 3,555 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. MA ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
32,793 | $11,250,950 | |
| 2 | MA |
Mastercard Inc
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|
9,082 | $4,664,515 | |
| 3 | AXP |
American Express Co
|
12,504 | $4,229,478 | |
| 4 | COF |
Capital One Financial Corp
|
16,582 | $3,326,680 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
81,145 | $1,454,929 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,045 | $574,519 | |
| 7 | SEZL |
Sezzle Inc.
|
2,796 | $479,877 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
9,899 | $427,438 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,664,515 | 9,082 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,131,688 | 8,269 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,756,001 | 8,331 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,154,019 | 7,303 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,942,571 | 7,016 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,922,346 | 7,156 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,515,381 | 6,676 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,812,191 | 5,695 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,567,219 | 8,086 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $3,060,377 | 6,355 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $3,041,016 | 7,130 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,679,518 | 6,768 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,469,137 | 6,278 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,008,567 | 5,527 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,861,050 | 5,352 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,466,625 | 5,158 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,823,158 | 5,779 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $2,746,107 | 7,684 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $2,718,974 | 7,567 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $2,870,098 | 8,255 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $2,867,051 | 7,853 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,934,920 | 8,243 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $2,836,245 | 7,946 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $2,805,458 | 8,296 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $2,723,397 | 9,210 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $1,512,648 | 6,262 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||