PDS Planning, Inc

Position in MA — Mastercard Inc

CIK 838618 DUBLIN, OH

Position in MA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,202,809

+$258,313 QoQ

Shares Held

6,236

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,408

of 3,563 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $9,868,301 across 6 Credit Services names. MA ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,513	$4,293,085
2	MA	Mastercard Inc This page	6,236	$3,202,809
3	AXP	American Express Co	3,251	$1,099,650
4	COF	Capital One Financial Corp	3,886	$779,609
5	SYF	Synchrony Financial	3,325	$252,866
6	OMF	OneMain Holdings, Inc.	3,941	$240,282

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,202,809	6,236	+5.8%	Shares	Sole	2026-08-05
2026-03-31	$2,944,496	5,893	-6.2%	Shares	Sole	2026-04-22
2025-12-31	$3,585,697	6,281	+1.2%	Shares	Sole	2026-01-26
2025-09-30	$3,530,603	6,207	-0.4%	Shares	Sole	2025-10-21
2025-06-30	$3,500,886	6,230	+31.4%	Shares	Sole	2025-07-24
2025-03-31	$2,598,636	4,741	+7.8%	Shares	Sole	2025-04-24
2024-12-31	$2,316,381	4,399	+1.5%	Shares	Sole	2025-02-10
2024-09-30	$2,141,116	4,336	+2.4%	Shares	Sole	2024-10-30
2024-06-30	$1,868,312	4,235	+4.0%	Shares	Sole	2024-08-08
2024-03-31	$1,960,953	4,072	+3.3%	Shares	Sole	2024-05-01
2023-12-31	$1,681,302	3,942	+1.3%	Shares	Sole	2024-02-01
2023-09-30	$1,540,881	3,892	+2.7%	Shares	Sole	2023-10-23
2023-06-30	$1,491,000	3,791	+12.3%	Shares	Sole	2023-07-21
2023-03-31	$1,226,872	3,376	+48.5%	Shares	Sole	2023-05-02
2022-12-31	$790,738	2,274	+4.8%	Shares	Sole	2023-01-27
2022-09-30	$617,017	2,170	-0.5%	Shares	Sole	2022-11-02
2022-06-30	$688,061	2,181	+12.1%	Shares	Sole	2022-07-15
2022-03-31	$695,104	1,945	+21.9%	Shares	Sole	2022-04-18
2021-12-31	$573,474	1,596	+0.1%	Shares	Sole	2022-01-25
2021-09-30	$554,549	1,595	+9.7%	Shares	Sole	2021-10-22
2021-06-30	$530,840	1,454	+16.2%	Shares	Sole	2021-07-26
2021-03-31	$445,418	1,251	+24.5%	Shares	Sole	2021-04-20
2020-12-31	$358,724	1,005	+3.3%	Shares	Sole	2021-01-21
2020-09-30	$329,039	973	+6.9%	Shares	Sole	2020-10-19
2020-06-30	$269,087	910	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.