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Churchill Financial Advisors’s Mastercard MA Stock Holding History

Churchill Financial 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 		$205K Buy
+400
New +$199K 0.04% 124
2026
Q1 		– Sell
-600
Closed -$343K – 128
2025
Q4 		$343K Buy
+600
New +$335K 0.1% 104

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

Churchill Financial Advisors's MA Position: Q2 2026 in Review

Churchill Financial Advisors opened a new position in Mastercard (MA) in Q2 2026: 400 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings. This is a return to the name: Churchill Financial Advisors previously reported a position in MA as recently as Q4 2025.

Churchill Financial Advisors first reported a position in MA in Q4 2025 and has held it in 2 quarters since. The position peaked at $343K in Q4 2025. 3,605 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Churchill Financial Advisors held 400 shares of Mastercard worth $205K as of Q2 2026.
  • Mastercard was a new Churchill Financial Advisors position in Q2 2026.
  • Mastercard made up 0.04% of Churchill Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Churchill Financial Advisors first reported a position in Mastercard in Q4 2025 and has held it in 2 quarters since.
  • Churchill Financial Advisors's Mastercard position peaked at $343K in Q4 2025.
  • 3,605 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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