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Cornerstone Financial Management’s Mastercard MA Stock Holding History

Cornerstone Financial Management’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 		$315K Buy
613
+33
+6% +$16.5K 0.25% 71
2026
Q1 		$290K Buy
580
+14
+2% +$7.37K 0.27% 67
2025
Q4 		$323K Buy
+566
New +$316K 0.3% 62

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

Cornerstone Financial Management's MA Position: Q2 2026 in Review

Cornerstone Financial Management increased its Mastercard (MA) stake by 5.7% in Q2 2026, buying an estimated $16.5K and bringing the position to 613 shares worth $315K. The position accounts for 0.25% of the portfolio, ranked #71.

Cornerstone Financial Management first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Cornerstone Financial Management held 613 shares of Mastercard worth $315K as of Q2 2026.
  • Cornerstone Financial Management bought 33 Mastercard shares in Q2 2026, an estimated $16.5K.
  • Mastercard made up 0.25% of Cornerstone Financial Management's portfolio in Q2 2026, its #71 holding.
  • Cornerstone Financial Management first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Mastercard position peaked at $323K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.