AFA
MA icon

AA Financial Advisors’s Mastercard MA Stock Holding History

AA Financial Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$913K Buy
1,778
+745
+72% +$371K 0.11% 119
2026
Q1 		$516K Sell
1,033
-456
-31% -$240K 0.07% 137
2025
Q4 		$850K Sell
1,489
-122
-8% -$68.2K 0.16% 97
2025
Q3 		$916K Buy
1,611
+289
+22% +$166K 0.18% 84
2025
Q2 		$743K Buy
1,322
+497
+60% +$275K 0.16% 85
2025
Q1 		$452K Buy
825
+28
+4% +$15.2K 0.11% 110
2024
Q4 		$420K Sell
797
-15
-2% -$7.76K 0.11% 109
2024
Q3 		$401K Buy
+812
New +$378K 0.12% 112

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AA Financial Advisors's MA Position: Q2 2026 in Review

AA Financial Advisors increased its Mastercard (MA) stake by 72% in Q2 2026, buying an estimated $371K and bringing the position to 1,778 shares worth $913K. The position accounts for 0.11% of the portfolio, ranked #119.

AA Financial Advisors first reported a position in MA in Q3 2024 and has held it in 8 quarters since. The position peaked at $916K in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • AA Financial Advisors held 1,778 shares of Mastercard worth $913K as of Q2 2026.
  • AA Financial Advisors bought 745 Mastercard shares in Q2 2026, an estimated $371K.
  • Mastercard made up 0.11% of AA Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • AA Financial Advisors first reported a position in Mastercard in Q3 2024 and has held it in 8 quarters since.
  • AA Financial Advisors's Mastercard position peaked at $916K in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.