Financial Life Planners’s Mastercard MA Stock Holding History

Financial Life Planners’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	$5.68K	Hold	11	–	–	﹤0.01%	260
2026 Q1	$5.52K	Buy	+11	New	+$5.79K	﹤0.01%	261
2025 Q4	–	Sell	-35	Closed	-$19.9K	–	208
2025 Q3	$19.9K	Buy	+35	New	+$20.1K	0.01%	205
2025 Q1	–	Sell	-5	Closed	-$2.64K	–	250
2024 Q4	$2.64K	Buy	+5	New	+$2.59K	﹤0.01%	318

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Financial Life Planners's MA Position: Q2 2026 in Review

Financial Life Planners held its Mastercard (MA) position steady in Q2 2026 at 11 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Financial Life Planners first reported a position in MA in Q4 2024 and has held it in 4 quarters since. The position peaked at $19.9K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Financial Life Planners held 11 shares of Mastercard worth $5.68K as of Q2 2026.
Financial Life Planners left its Mastercard share count unchanged in Q2 2026.
Mastercard made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #260 holding.
Financial Life Planners first reported a position in Mastercard in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Mastercard position peaked at $19.9K in Q3 2025.
1,668 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.