Atala Financial
MA icon

Atala Financial’s Mastercard MA Stock Holding History

Atala Financial’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
Q3 		$721K Hold
1,307
– – 0.42% 60
2026
Q2 		$671K Hold
1,307
– – 0.41% 60
2026
Q1 		$647K Buy
1,307
+20
+2% +$10.5K 0.43% 57
2025
Q4 		$735K Hold
1,287
– – 0.47% 56
2025
Q3 		$732K Hold
1,287
– – 0.46% 56
2025
Q2 		$723K Hold
1,287
– – 0.5% 51
2025
Q1 		$705K Hold
1,287
– – 0.51% 54
2024
Q4 		$678K Buy
+1,287
New +$666K 0.48% 55

Other funds holding MA

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Atala Financial's MA Position: Q3 2026 in Review

Atala Financial held its Mastercard (MA) position steady in Q3 2026 at 1,307 shares worth $721K. The position accounts for 0.42% of the portfolio, ranked #60.

Atala Financial first reported a position in MA in Q4 2024 and has held it in 8 quarters since. The position peaked at $735K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Atala Financial held 1,307 shares of Mastercard worth $721K as of Q3 2026.
  • Atala Financial left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.42% of Atala Financial's portfolio in Q3 2026, its #60 holding.
  • Atala Financial first reported a position in Mastercard in Q4 2024 and has held it in 8 quarters since.
  • Atala Financial's Mastercard position peaked at $735K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.