Alpine Bank Wealth Management’s Mastercard MA Stock Holding History

Alpine Bank Wealth Management’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 Q1	$897K	Buy	1,796 +60	+3%	+$31.6K	0.13%	89
2025 Q4	$991K	Sell	1,736 -81	-4%	-$45.3K	0.14%	74
2025 Q3	$1.03M	Buy	1,817 +18	+1%	+$10.3K	0.15%	74
2025 Q2	$1.01M	Buy	1,799 +24	+1%	+$13.3K	0.15%	72
2025 Q1	$973K	Buy	+1,775	New	+$966K	0.16%	71
2024 Q3	$968K	Buy	+1,960	New	+$911K	0.15%	74

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpine Bank Wealth Management's MA Position: Q1 2026 in Review

Alpine Bank Wealth Management increased its Mastercard (MA) stake by 3.5% in Q1 2026, buying an estimated $31.6K and bringing the position to 1,796 shares worth $897K. The position accounts for 0.13% of the portfolio, ranked #89.

Alpine Bank Wealth Management first reported a position in MA in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Alpine Bank Wealth Management held 1,796 shares of Mastercard worth $897K as of Q1 2026.
Alpine Bank Wealth Management bought 60 Mastercard shares in Q1 2026, an estimated $31.6K.
Mastercard made up 0.13% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #89 holding.
Alpine Bank Wealth Management first reported a position in Mastercard in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's Mastercard position peaked at $1.03M in Q3 2025.
3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.