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First Western Trust Bank’s Mastercard MA Stock Holding History

First Western Trust Bank’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 		$1.1M Buy
2,139
+3
+0.1% +$1.5K 0.05% 93
2026
Q1 		$1.07M Sell
2,136
-1
-0% -$527 0.05% 84
2025
Q4 		$1.22M Sell
2,137
-11
-0.5% -$6.15K 0.06% 79
2025
Q3 		$1.22M Sell
2,148
-6
-0.3% -$3.45K 0.06% 83
2025
Q2 		$1.21M Sell
2,154
-5
-0.2% -$2.77K 0.05% 78
2025
Q1 		$1.18M Sell
2,159
-27
-1% -$14.7K 0.06% 76
2024
Q4 		$1.15M Buy
2,186
+20
+0.9% +$10.4K 0.05% 81
2024
Q3 		$1.07M Sell
2,166
-40
-2% -$18.6K 0.05% 85
2024
Q2 		$973K Hold
2,206
– – 0.05% 85
2024
Q1 		$1.06M Sell
2,206
-43
-2% -$19.7K 0.05% 86
2023
Q4 		$959K Sell
2,249
-67
-3% -$26.9K 0.05% 89
2023
Q3 		$917K Sell
2,316
-47
-2% -$18.9K 0.05% 89
2023
Q2 		$929K Buy
2,363
+48
+2% +$18K 0.05% 95
2023
Q1 		$841K Buy
2,315
+60
+3% +$21.8K 0.04% 101
2022
Q4 		$784K Buy
2,255
+60
+3% +$19.7K 0.05% 103
2022
Q3 		$624K Sell
2,195
-1,008
-31% -$334K 0.04% 100
2022
Q2 		$1.03M Sell
3,203
-22
-0.7% -$7.58K 0.07% 81
2022
Q1 		$1.17M Buy
+3,225
New +$1.16M 0.06% 86

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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

First Western Trust Bank's MA Position: Q2 2026 in Review

First Western Trust Bank increased its Mastercard (MA) stake by 0.14% in Q2 2026, buying an estimated $1.5K and bringing the position to 2,139 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #93.

First Western Trust Bank first reported a position in MA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.22M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • First Western Trust Bank held 2,139 shares of Mastercard worth $1.1M as of Q2 2026.
  • First Western Trust Bank bought 3 Mastercard shares in Q2 2026, an estimated $1.5K.
  • Mastercard made up 0.05% of First Western Trust Bank's portfolio in Q2 2026, its #93 holding.
  • First Western Trust Bank first reported a position in Mastercard in Q1 2022 and has held it in 18 quarters since.
  • First Western Trust Bank's Mastercard position peaked at $1.22M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.