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Empire Financial Management Company’s Mastercard MA Stock Holding History

Empire Financial Management Company’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
2025
Q2 		– Sell
-2,235
Closed -$1.23M – 204
2025
Q1 		$1.23M Buy
2,235
+183
+9% +$99.6K 0.38% 81
2024
Q4 		$1.08M Sell
2,052
-481
-19% -$249K 0.34% 90
2024
Q3 		$1.25M Buy
2,533
+125
+5% +$58.1K 0.38% 77
2024
Q2 		$1.06M Buy
2,408
+795
+49% +$362K 0.35% 81
2024
Q1 		$777K Buy
1,613
+343
+27% +$157K 0.26% 106
2023
Q4 		$542K Buy
1,270
+94
+8% +$37.8K 0.21% 121
2023
Q3 		$466K Buy
1,176
+26
+2% +$10.4K 0.2% 126
2023
Q2 		$452K Buy
1,150
+116
+11% +$43.5K 0.18% 128
2023
Q1 		$376K Buy
+1,034
New +$376K 0.15% 143

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empire Financial Management Company's MA Position: Q2 2025 in Review

Empire Financial Management Company sold out of Mastercard (MA) in Q2 2025, closing a stake of 2,235 shares — an estimated $1.23M sold.

Empire Financial Management Company first reported a position in MA in Q1 2023 and held it in 9 quarters. The position peaked at $1.25M in Q3 2024. 3,528 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • Empire Financial Management Company reported no remaining Mastercard position as of Q2 2025 after selling out during the quarter.
  • Empire Financial Management Company sold 2,235 Mastercard shares in Q2 2025, an estimated $1.23M.
  • Empire Financial Management Company first reported a position in Mastercard in Q1 2023 and held it in 9 quarters.
  • Empire Financial Management Company's Mastercard position peaked at $1.25M in Q3 2024.
  • 3,528 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Empire Financial Management Company's 13F filing for Q2 2025, filed 13 Aug 2025.