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David J. Yvars Group’s Mastercard MA Stock Holding History

David J. Yvars Group’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 		$256K Hold
465
– – 0.12% 84
2026
Q2 		$239K Buy
+465
New +$232K 0.11% 86
2025
Q4 		– Sell
-412
Closed -$235K – 97
2025
Q3 		$235K Hold
412
– – 0.13% 81
2025
Q2 		$232K Buy
+412
New +$228K 0.14% 72
2022
Q1 		– Sell
-1,041
Closed -$375K – 91
2021
Q4 		$375K Sell
1,041
-1,050
-50% -$363K 0.23% 52
2021
Q3 		$739K Hold
2,091
– – 0.43% 37
2021
Q2 		$766K Hold
2,091
– – 0.43% 38
2021
Q1 		$747K Buy
2,091
+1
+0% +$349 0.48% 35
2020
Q4 		$745K Buy
+2,090
New +$695K 0.5% 31

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

David J. Yvars Group's MA Position: Q3 2026 in Review

David J. Yvars Group held its Mastercard (MA) position steady in Q3 2026 at 465 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #84.

David J. Yvars Group first reported a position in MA in Q4 2020 and has held it in 9 quarters since. The position peaked at $766K in Q2 2021. 187 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • David J. Yvars Group held 465 shares of Mastercard worth $256K as of Q3 2026.
  • David J. Yvars Group left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.12% of David J. Yvars Group's portfolio in Q3 2026, its #84 holding.
  • David J. Yvars Group first reported a position in Mastercard in Q4 2020 and has held it in 9 quarters since.
  • David J. Yvars Group's Mastercard position peaked at $766K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.