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IFP Advisors’s Mastercard MA Stock Holding History

IFP Advisors’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 		$11.1M Buy
21,615
+2,418
+13% +$1.21M 0.2% 111
2026
Q1 		$9.59M Buy
19,197
+1,596
+9% +$841K 0.2% 111
2025
Q4 		$10M Buy
17,601
+478
+3% +$267K 0.23% 87
2025
Q3 		$9.74M Buy
17,123
+1,021
+6% +$586K 0.25% 78
2025
Q2 		$9.12M Buy
16,102
+361
+2% +$200K 0.26% 75
2025
Q1 		$8.63M Sell
15,741
-48
-0.3% -$26.1K 0.27% 78
2024
Q4 		$8.32M Sell
15,789
-27
-0.2% -$14K 0.27% 70
2024
Q3 		$7.81M Sell
15,816
-3,357
-18% -$1.56M 0.28% 73
2024
Q2 		$8.46M Buy
19,173
+313
+2% +$143K 0.34% 59
2024
Q1 		$9.08M Sell
18,860
-19
-0.1% -$8.69K 0.4% 53
2023
Q4 		$8.05M Sell
18,879
-39
-0.2% -$15.7K 0.38% 56
2023
Q3 		$7.49M Sell
18,918
-2,785
-13% -$1.12M 0.34% 65
2023
Q2 		$8.54M Buy
21,703
+2,088
+11% +$783K 0.36% 54
2023
Q1 		$1.71M Sell
19,615
-7,513
-28% -$2.73M 0.07% 264
2022
Q4 		$2.56M Sell
27,128
-1,539
-5% -$507K 0.07% 311
2022
Q3 		$2.75M Buy
28,667
+1,197
+4% +$397K 0.07% 301
2022
Q2 		$2.61M Hold
27,470
– – 0.08% 279
2022
Q1 		$2.61M Buy
27,470
+6,368
+30% +$2.29M 0.08% 279
2021
Q4 		$7.61M Sell
21,102
-875
-4% -$303K 0.15% 80
2021
Q3 		$7.64M Buy
21,977
+690
+3% +$251K 0.15% 78
2021
Q2 		$7.77M Sell
21,287
-1,242
-6% -$462K 0.16% 73
2021
Q1 		$8M Buy
22,529
+682
+3% +$238K 0.16% 63
2020
Q4 		$7.77M Buy
21,847
+1,155
+6% +$384K 0.31% 50
2020
Q3 		$6.97M Sell
20,692
-2,223
-10% -$723K 0.42% 46
2020
Q2 		$6.73M Buy
22,915
+2,633
+13% +$742K 0.53% 35
2020
Q1 		$5.35M Buy
20,282
+560
+3% +$166K 0.54% 35
2019
Q4 		$5.94M Sell
19,722
-820
-4% -$231K 0.45% 43
2019
Q3 		$5.52M Buy
+20,542
New +$5.66M 0.37% 60
2019
Q1 		$1.91M Sell
8,105
-17,378
-68% -$3.74M 0.26% 89
2018
Q4 		$4.74M Sell
25,483
-2,210
-8% -$439K 0.29% 76
2018
Q3 		$6.17M Buy
27,693
+410
+2% +$85.5K 0.25% 85
2018
Q2 		$5.36M Sell
27,283
-532
-2% -$100K 0.23% 101
2018
Q1 		$4.21M Hold
27,815
– – 0.19% 121
2017
Q4 		$4.21M Sell
27,815
-318
-1% -$47.3K 0.19% 121
2017
Q3 		$3.97M Buy
28,133
+946
+3% +$125K 0.16% 145
2017
Q2 		$3.3M Buy
27,187
+3
+0% +$356 0.14% 165
2017
Q1 		$3.06M Sell
27,184
-7,902
-23% -$866K 0.13% 172
2016
Q4 		$3.62M Buy
35,086
+1,858
+6% +$192K 0.17% 132
2016
Q3 		$3.38M Sell
33,228
-2,075
-6% -$199K 0.18% 125
2016
Q2 		$3.11M Buy
35,303
+27,198
+336% +$2.6M 0.17% 120
2016
Q1 		$1.91M Sell
8,105
-27,826
-77% -$2.46M 0.26% 89
2015
Q4 		$3.5M Buy
+35,931
New +$3.52M 0.23% 91

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IFP Advisors's MA Position: Q2 2026 in Review

IFP Advisors increased its Mastercard (MA) stake by 13% in Q2 2026, buying an estimated $1.21M and bringing the position to 21,615 shares worth $11.1M. The position accounts for 0.2% of the portfolio, ranked #111.

IFP Advisors first reported a position in MA in Q4 2015 and has held it in 42 quarters since. 1,026 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • IFP Advisors held 21,615 shares of Mastercard worth $11.1M as of Q2 2026.
  • IFP Advisors bought 2,418 Mastercard shares in Q2 2026, an estimated $1.21M.
  • Mastercard made up 0.2% of IFP Advisors's portfolio in Q2 2026, its #111 holding.
  • IFP Advisors first reported a position in Mastercard in Q4 2015 and has held it in 42 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.