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BFC Planning, Inc.’s Mastercard MA Stock Holding History

BFC Planning, Inc.’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 		$4.37M Buy
8,516
+703
+9% +$351K 0.18% 119
2026
Q1 		$3.9M Buy
7,813
+49
+0.6% +$25.8K 0.17% 116
2025
Q4 		$4.43M Buy
7,764
+1,487
+24% +$831K 0.2% 102
2025
Q3 		$3.57M Buy
6,277
+317
+5% +$182K 0.26% 71
2025
Q2 		$3.35M Buy
5,960
+527
+10% +$291K 0.26% 75
2025
Q1 		$2.98M Buy
5,433
+33
+0.6% +$18K 0.26% 83
2024
Q4 		$2.84M Buy
+5,400
New +$2.8M 0.24% 83

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s MA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Mastercard (MA) stake by 9% in Q2 2026, buying an estimated $351K and bringing the position to 8,516 shares worth $4.37M. The position accounts for 0.18% of the portfolio, ranked #119.

BFC Planning, Inc. first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q4 2025. 3,647 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • BFC Planning, Inc. held 8,516 shares of Mastercard worth $4.37M as of Q2 2026.
  • BFC Planning, Inc. bought 703 Mastercard shares in Q2 2026, an estimated $351K.
  • Mastercard made up 0.18% of BFC Planning, Inc.'s portfolio in Q2 2026, its #119 holding.
  • BFC Planning, Inc. first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Mastercard position peaked at $4.43M in Q4 2025.
  • 3,647 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.