BFP
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Birchwood Financial Partners’s Mastercard MA Stock Holding History

Birchwood Financial Partners’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 		$177K Hold
344
– – 0.14% 93
2026
Q1 		$172K Sell
344
-11
-3% -$5.79K 0.17% 88
2025
Q4 		$203K Buy
+355
New +$198K 0.2% 79

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

Birchwood Financial Partners's MA Position: Q2 2026 in Review

Birchwood Financial Partners held its Mastercard (MA) position steady in Q2 2026 at 344 shares worth $177K. The position accounts for 0.14% of the portfolio, ranked #93.

Birchwood Financial Partners first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $203K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Birchwood Financial Partners held 344 shares of Mastercard worth $177K as of Q2 2026.
  • Birchwood Financial Partners left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.14% of Birchwood Financial Partners's portfolio in Q2 2026, its #93 holding.
  • Birchwood Financial Partners first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Mastercard position peaked at $203K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.