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Benchmark Financial Wealth Advisors’s Mastercard MA Stock Holding History

Benchmark Financial 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 		$225K Sell
438
-93
-18% -$46.4K 0.06% 132
2026
Q1 		$265K Sell
531
-164
-24% -$86.4K 0.07% 106
2025
Q4 		$397K Sell
695
-15
-2% -$8.38K 0.11% 84
2025
Q3 		$404K Buy
710
+165
+30% +$94.8K 0.12% 82
2025
Q2 		$306K Buy
545
+49
+10% +$27.1K 0.1% 89
2025
Q1 		$272K Buy
+496
New +$270K 0.1% 86
2024
Q2 		– Sell
-454
Closed -$218K – 91
2024
Q1 		$218K Buy
+454
New +$208K 0.08% 83
2022
Q2 		– Sell
-616
Closed -$220K – 77
2022
Q1 		$220K Sell
616
-32
-5% -$11.5K 0.09% 70
2021
Q4 		$233K Sell
648
-6
-0.9% -$2.08K 0.1% 63
2021
Q3 		$227K Sell
654
-67
-9% -$24.4K 0.11% 62
2021
Q2 		$263K Buy
721
+43
+6% +$16K 0.13% 52
2021
Q1 		$241K Sell
678
-305
-31% -$106K 0.13% 50
2020
Q4 		$351K Sell
983
-57
-5% -$19K 0.19% 42
2020
Q3 		$352K Buy
1,040
+197
+23% +$64.1K 0.23% 39
2020
Q2 		$249K Buy
+843
New +$238K 0.18% 44

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

Benchmark Financial Wealth Advisors's MA Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Mastercard (MA) stake by 18% in Q2 2026, selling an estimated $46.4K and leaving 438 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #132.

Benchmark Financial Wealth Advisors first reported a position in MA in Q2 2020 and has held it in 15 quarters since. The position peaked at $404K in Q3 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 438 shares of Mastercard worth $225K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 93 Mastercard shares in Q2 2026, an estimated $46.4K.
  • Mastercard made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Mastercard in Q2 2020 and has held it in 15 quarters since.
  • Benchmark Financial Wealth Advisors's Mastercard position peaked at $404K in Q3 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.