Curi RMB Capital’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.6M Sell
35,280
-64
-0.2% -$33.7K 0.31% 83
2025
Q4
$20.2M Sell
35,344
-1,930
-5% -$1.08M 0.35% 68
2025
Q3
$21.2M Buy
37,274
+74
+0.2% +$42.5K 0.39% 61
2025
Q2
$20.9M Buy
37,200
+8,179
+28% +$4.52M 0.4% 62
2025
Q1
$15.9M Sell
29,021
-10,148
-26% -$5.52M 0.39% 74
2024
Q4
$20.6M Sell
39,169
-454
-1% -$235K 0.48% 53
2024
Q3
$19.6M Buy
39,623
+3,356
+9% +$1.56M 0.44% 66
2024
Q2
$16M Sell
36,267
-1,526
-4% -$695K 0.38% 75
2024
Q1
$18.2M Buy
37,793
+30,088
+390% +$13.8M 0.42% 75
2023
Q4
$3.29M Sell
7,705
-169
-2% -$67.9K 0.1% 190
2023
Q3
$3.12M Sell
7,874
-229
-3% -$91.9K 0.11% 179
2023
Q2
$3.19M Sell
8,103
-435
-5% -$163K 0.1% 179
2023
Q1
$3.1M Buy
8,538
+351
+4% +$127K 0.11% 173
2022
Q4
$2.85M Buy
8,187
+201
+3% +$66.2K 0.1% 186
2022
Q3
$2.27M Buy
7,986
+270
+3% +$89.5K 0.08% 214
2022
Q2
$2.43M Sell
7,716
-659
-8% -$227K 0.08% 200
2022
Q1
$2.99M Sell
8,375
-1,300
-13% -$467K 0.09% 163
2021
Q4
$3.48M Buy
9,675
+2,729
+39% +$944K 0.1% 155
2021
Q3
$2.42M Sell
6,946
-4
-0.1% -$1.46K 0.08% 188
2021
Q2
$2.54M Buy
6,950
+36
+0.5% +$13.4K 0.08% 186
2021
Q1
$2.46M Sell
6,914
-748
-10% -$261K 0.09% 171
2020
Q4
$2.73M Sell
7,662
-116
-1% -$38.6K 0.1% 178
2020
Q3
$2.63M Hold
7,778
0.11% 169
2020
Q2
$2.3M Sell
7,778
-1,302
-14% -$367K 0.1% 188
2020
Q1
$2.19M Buy
9,080
+1,243
+16% +$370K 0.1% 192
2019
Q4
$2.34M Sell
7,837
-23
-0.3% -$6.49K 0.07% 253
2019
Q3
$2.13M Buy
7,860
+215
+3% +$59.2K 0.06% 287
2019
Q2
$2.02M Buy
7,645
+65
+0.9% +$16.3K 0.05% 307
2019
Q1
$1.78M Sell
7,580
-524
-6% -$113K 0.05% 364
2018
Q4
$1.53M Buy
8,104
+456
+6% +$90.6K 0.04% 412
2018
Q3
$1.7M Buy
7,648
+756
+11% +$158K 0.04% 416
2018
Q2
$1.35M Buy
6,892
+240
+4% +$45.1K 0.03% 441
2018
Q1
$1.17M Hold
6,652
0.03% 483
2017
Q4
$1.01M Buy
6,652
+5,353
+412% +$796K 0.03% 476
2017
Q3
$184K Buy
1,299
+13
+1% +$1.72K ﹤0.01% 666
2017
Q2
$157K Buy
+1,286
New +$153K ﹤0.01% 687
2014
Q2
Sell
-3,500
Closed -$261K 434
2014
Q1
$261K Sell
3,500
-300
-8% -$23.4K 0.02% 321
2013
Q4
$317K Buy
+3,800
New +$282K 0.02% 283

Other funds holding MA

Curi RMB Capital's MA Position: Q1 2026 in Review

Curi RMB Capital reduced its Mastercard (MA) stake by 0.18% in Q1 2026, selling an estimated $33.7K and leaving 35,280 shares worth $17.6M. The position accounts for 0.31% of the portfolio, ranked #83.

Curi RMB Capital first reported a position in MA in Q4 2013 and has held it in 38 quarters since. The position peaked at $21.2M in Q3 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Curi RMB Capital held 35,280 shares of Mastercard worth $17.6M as of Q1 2026.
  • Curi RMB Capital sold 64 Mastercard shares in Q1 2026, an estimated $33.7K.
  • Mastercard made up 0.31% of Curi RMB Capital's portfolio in Q1 2026, its #83 holding.
  • Curi RMB Capital first reported a position in Mastercard in Q4 2013 and has held it in 38 quarters since.
  • Curi RMB Capital's Mastercard position peaked at $21.2M in Q3 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.