BFG
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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
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Birch Financial Group's MA Position: Q2 2026 in Review

Birch Financial Group reduced its Mastercard (MA) stake by 29% in Q2 2026, selling an estimated $244K and leaving 1,200 shares worth $616K. The position accounts for 0.32% of the portfolio, ranked #59.

Birch Financial Group first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Birch Financial Group held 1,200 shares of Mastercard worth $616K as of Q2 2026.
  • Birch Financial Group sold 489 Mastercard shares in Q2 2026, an estimated $244K.
  • Mastercard made up 0.32% of Birch Financial Group's portfolio in Q2 2026, its #59 holding.
  • Birch Financial Group first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Mastercard position peaked at $1.04M in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.