Birch Financial Group
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Birch Financial Group’s Mastercard MA Stock Holding History

Birch Financial Group’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 		$649K Sell
1,177
-23
-2% -$12.9K 0.3% 52
2026
Q2 		$616K Sell
1,200
-489
-29% -$244K 0.32% 59
2026
Q1 		$844K Sell
1,689
-134
-7% -$70.6K 0.49% 44
2025
Q4 		$1.04M Buy
1,823
+41
+2% +$22.9K 0.59% 32
2025
Q3 		$1.01M Buy
1,782
+60
+3% +$34.5K 0.6% 37
2025
Q2 		$968K Sell
1,722
-25
-1% -$13.8K 0.77% 30
2025
Q1 		$958K Sell
1,747
-62
-3% -$33.8K 0.85% 24
2024
Q4 		$952K Buy
+1,809
New +$937K 1.07% 15

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Birch Financial Group's MA Position: Q3 2026 in Review

Birch Financial Group reduced its Mastercard (MA) stake by 1.9% in Q3 2026, selling an estimated $12.9K and leaving 1,177 shares worth $649K. The position accounts for 0.3% of the portfolio, ranked #52.

Birch Financial Group first reported a position in MA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Birch Financial Group held 1,177 shares of Mastercard worth $649K as of Q3 2026.
  • Birch Financial Group sold 23 Mastercard shares in Q3 2026, an estimated $12.9K.
  • Mastercard made up 0.3% of Birch Financial Group's portfolio in Q3 2026, its #52 holding.
  • Birch Financial Group first reported a position in Mastercard in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's Mastercard position peaked at $1.04M in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.