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B. Riley Wealth Advisors’s Mastercard MA Stock Holding History

B. Riley Wealth 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 		$4.74M Sell
9,299
-264
-3% -$132K 0.25% 93
2026
Q1 		$4.72M Sell
9,563
-2,205
-19% -$1.16M 0.3% 80
2025
Q4 		$6.72M Sell
11,768
-409
-3% -$229K 0.31% 68
2025
Q3 		$6.93M Sell
12,177
-1,028
-8% -$590K 0.32% 59
2025
Q2 		$7.42M Buy
+13,205
New +$7.3M 0.35% 55
2024
Q4 		$13.2M Sell
25,087
-2,863
-10% -$1.48M 0.43% 40
2024
Q3 		$13.8M Sell
27,950
-2,415
-8% -$1.12M 0.38% 45
2024
Q2 		$13.4M Sell
30,365
-6,301
-17% -$2.87M 0.34% 54
2024
Q1 		$14.5M Buy
36,666
+1,622
+5% +$741K 0.39% 48
2023
Q4 		$14.9M Sell
35,044
-1,622
-4% -$652K 0.4% 43
2023
Q3 		$14.5M Sell
36,666
-1,707
-4% -$685K 0.39% 48
2023
Q2 		$15.1M Sell
38,373
-3,387
-8% -$1.27M 0.34% 62
2023
Q1 		$15.2M Sell
41,760
-8,980
-18% -$3.26M 0.4% 49
2022
Q4 		$17.6M Sell
50,740
-88
-0.2% -$29K 0.49% 41
2022
Q3 		$14.5M Buy
50,828
+9,239
+22% +$3.06M 0.44% 46
2022
Q2 		$13.1M Sell
41,589
-3,139
-7% -$1.08M 0.55% 32
2022
Q1 		$16M Buy
44,728
+569
+1% +$205K 0.52% 30
2021
Q4 		$15.9M Buy
44,159
+385
+0.9% +$133K 0.46% 36
2021
Q3 		$15.3M Buy
43,774
+8,114
+23% +$2.95M 0.49% 36
2021
Q2 		$13M Buy
35,660
+4,183
+13% +$1.56M 0.42% 42
2021
Q1 		$11.2M Buy
31,477
+8,613
+38% +$3.01M 0.4% 48
2020
Q4 		$8.16M Buy
22,864
+549
+2% +$183K 0.44% 50
2020
Q3 		$7.4M Buy
22,315
+1,922
+9% +$625K 0.39% 59
2020
Q2 		$6.03M Sell
20,393
-435
-2% -$123K 0.4% 60
2020
Q1 		$5.03M Buy
20,828
+7,203
+53% +$2.14M 0.43% 52
2019
Q4 		$4.07M Buy
13,625
+808
+6% +$228K 0.35% 63
2019
Q3 		$3.48M Buy
12,817
+2,566
+25% +$707K 0.34% 62
2019
Q2 		$2.71M Buy
10,251
+742
+8% +$186K 0.3% 73
2019
Q1 		$2.24M Buy
9,509
+941
+11% +$202K 0.28% 82
2018
Q4 		$1.62M Buy
8,568
+16
+0.2% +$3.18K 0.23% 100
2018
Q3 		$1.91M Buy
8,552
+131
+2% +$27.3K 0.23% 97
2018
Q2 		$1.66M Buy
8,421
+803
+11% +$151K 0.22% 111
2018
Q1 		$1.34M Buy
7,618
+1,199
+19% +$205K 0.19% 132
2017
Q4 		$973K Buy
6,419
+985
+18% +$146K 0.13% 182
2017
Q3 		$769K Sell
5,434
-509
-9% -$67.4K 0.13% 179
2017
Q2 		$723K Sell
5,943
-96
-2% -$11.4K 0.13% 197
2017
Q1 		$681K Buy
6,039
+125
+2% +$13.7K 0.14% 189
2016
Q4 		$612K Buy
5,914
+917
+18% +$94.9K 0.12% 201
2016
Q3 		$510K Sell
4,997
-440
-8% -$42.2K 0.1% 258
2016
Q2 		$479K Buy
5,437
+287
+6% +$27.4K 0.1% 260
2016
Q1 		$486K Sell
5,150
-254
-5% -$22.5K 0.11% 228
2015
Q4 		$527K Sell
5,404
-1,601
-23% -$157K 0.11% 233
2015
Q3 		$632K Sell
7,005
-3,667
-34% -$344K 0.15% 183
2015
Q2 		$999K Sell
10,672
-4,138
-28% -$380K 0.25% 103
2015
Q1 		$1.28M Sell
14,810
-94
-0.6% -$8.15K 0.31% 82
2014
Q4 		$9.87K Buy
14,904
+4,169
+39% +$340K 0.21% 98
2014
Q3 		$303K Sell
10,735
-6,590
-38% -$502K 0.08% 358
2014
Q2 		$583K Sell
17,325
-9,780
-36% -$727K 0.14% 172
2014
Q1 		$2.02M Buy
27,105
+17,935
+196% +$1.4M 0.61% 28
2013
Q4 		$766K Buy
+9,170
New +$681K 0.24% 98

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

B. Riley Wealth Advisors's MA Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Mastercard (MA) stake by 2.8% in Q2 2026, selling an estimated $132K and leaving 9,299 shares worth $4.74M. The position accounts for 0.25% of the portfolio, ranked #93.

B. Riley Wealth Advisors first reported a position in MA in Q4 2013 and has held it in 50 quarters since. The position peaked at $17.6M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • B. Riley Wealth Advisors held 9,299 shares of Mastercard worth $4.74M as of Q2 2026.
  • B. Riley Wealth Advisors sold 264 Mastercard shares in Q2 2026, an estimated $132K.
  • Mastercard made up 0.25% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • B. Riley Wealth Advisors first reported a position in Mastercard in Q4 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Mastercard position peaked at $17.6M in Q4 2022.
  • 1,211 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.