IFO
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Independent Family Office’s Mastercard MA Stock Holding History

Independent Family Office’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 		$240K Hold
467
– – 0.1% 80
2026
Q1 		$233K Buy
+467
New +$246K 0.1% 84
2021
Q2 		– Sell
-1,610
Closed -$573K – 64
2021
Q1 		$573K Hold
1,610
– – 0.23% 37
2020
Q4 		$575K Buy
1,610
+45
+3% +$15K 0.24% 35
2020
Q3 		$529K Hold
1,565
– – 0.25% 34
2020
Q2 		$463K Buy
1,565
+65
+4% +$18.3K 0.24% 35
2020
Q1 		$362K Buy
+1,500
New +$446K 0.23% 36

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 $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Independent Family Office's MA Position: Q2 2026 in Review

Independent Family Office held its Mastercard (MA) position steady in Q2 2026 at 467 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #80.

Independent Family Office first reported a position in MA in Q1 2020 and has held it in 7 quarters since. The position peaked at $575K in Q4 2020. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Independent Family Office held 467 shares of Mastercard worth $240K as of Q2 2026.
  • Independent Family Office left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.1% of Independent Family Office's portfolio in Q2 2026, its #80 holding.
  • Independent Family Office first reported a position in Mastercard in Q1 2020 and has held it in 7 quarters since.
  • Independent Family Office's Mastercard position peaked at $575K in Q4 2020.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.