First Affirmative Financial Network’s Mastercard MA Stock Holding History

First Affirmative Financial Network’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	$3.05M	Buy	+5,533	New	+$3.11M	0.67%	32
2026 Q1	$2.77M	Buy	+5,538	New	+$2.92M	1.07%	17
2025 Q3	$2.81M	Buy	4,946 +242	+5%	+$139K	1.32%	13
2025 Q2	$2.64M	Buy	4,704 +128	+3%	+$70.8K	1.36%	10
2025 Q1	$2.51M	Buy	4,576 +231	+5%	+$126K	1.54%	9
2024 Q4	$2.29M	Buy	4,345 +522	+14%	+$270K	1.32%	10
2024 Q3	$1.89M	Buy	3,823 +768	+25%	+$357K	1.03%	12
2024 Q2	$1.35M	Buy	3,055 +351	+13%	+$160K	0.94%	16
2024 Q1	$1.3M	Buy	2,704 +17	+0.6%	+$7.77K	0.96%	14
2023 Q4	$1.15M	Buy	2,687 +316	+13%	+$127K	0.92%	13
2023 Q3	$939K	Buy	2,371 +223	+10%	+$89.5K	0.92%	12
2023 Q2	$845K	Buy	2,148 +575	+37%	+$216K	0.84%	13
2023 Q1	$572K	Buy	1,573 +164	+12%	+$59.6K	0.66%	31
2022 Q4	$490K	Buy	1,409 +192	+16%	+$63.2K	0.59%	38
2022 Q3	$346K	Buy	1,217 +572	+89%	+$190K	0.44%	64
2022 Q2	$203K	Buy	645 +55	+9%	+$18.9K	0.23%	132
2022 Q1	$211K	Buy	+590	New	+$212K	0.2%	147

Other funds holding MA

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

First Affirmative Financial Network's MA Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Mastercard (MA) in Q3 2026: 5,533 shares worth $3.05M. The stake represents 0.67% of the portfolio and ranks #32 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MA as recently as Q1 2026.

First Affirmative Financial Network first reported a position in MA in Q1 2022 and has held it in 17 quarters since. 1,107 funds tracked by Wall St. Rank hold MA as of Q3 2026.

First Affirmative Financial Network held 5,533 shares of Mastercard worth $3.05M as of Q3 2026.
Mastercard was a new First Affirmative Financial Network position in Q3 2026.
Mastercard made up 0.67% of First Affirmative Financial Network's portfolio in Q3 2026, its #32 holding.
First Affirmative Financial Network first reported a position in Mastercard in Q1 2022 and has held it in 17 quarters since.
1,107 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.