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Birchbrook’s Mastercard MA Stock Holding History

Birchbrook’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 		– Sell
-10
Closed -$5K – 317
2026
Q1 		$5K Sell
10
-54
-84% -$28.4K ﹤0.01% 230
2025
Q4 		$36.5K Buy
+64
New +$35.8K 0.02% 139

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Birchbrook's MA Position: Q2 2026 in Review

Birchbrook sold out of Mastercard (MA) in Q2 2026, closing a stake of 10 shares — an estimated $5K sold.

Birchbrook first reported a position in MA in Q4 2025 and held it in 2 quarters. The position peaked at $36.5K in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Birchbrook reported no remaining Mastercard position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 10 Mastercard shares in Q2 2026, an estimated $5K.
  • Birchbrook first reported a position in Mastercard in Q4 2025 and held it in 2 quarters.
  • Birchbrook's Mastercard position peaked at $36.5K in Q4 2025.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.