CGFA
MA icon

Colton Groome Financial Advisors’s Mastercard MA Stock Holding History

Colton Groome 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
Q3 		$713K Sell
1,293
-4
-0.3% -$2.25K 0.17% 75
2026
Q2 		$666K Buy
1,297
+6
+0.5% +$2.99K 0.16% 83
2026
Q1 		$645K Hold
1,291
– – 0.18% 72
2025
Q4 		$737K Buy
1,291
+489
+61% +$273K 0.21% 70
2025
Q3 		$456K Buy
802
+61
+8% +$35K 0.14% 85
2025
Q2 		$416K Buy
+741
New +$410K 0.14% 87

Other funds holding MA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Colton Groome Financial Advisors's MA Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Mastercard (MA) stake by 0.31% in Q3 2026, selling an estimated $2.25K and leaving 1,293 shares worth $713K. The position accounts for 0.17% of the portfolio, ranked #75.

Colton Groome Financial Advisors first reported a position in MA in Q2 2025 and has held it in 6 quarters since. The position peaked at $737K in Q4 2025. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Colton Groome Financial Advisors held 1,293 shares of Mastercard worth $713K as of Q3 2026.
  • Colton Groome Financial Advisors sold 4 Mastercard shares in Q3 2026, an estimated $2.25K.
  • Mastercard made up 0.17% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #75 holding.
  • Colton Groome Financial Advisors first reported a position in Mastercard in Q2 2025 and has held it in 6 quarters since.
  • Colton Groome Financial Advisors's Mastercard position peaked at $737K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.