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Independent Financial Group’s Mastercard MA Stock Holding History

Independent Financial Group’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 		$4.66M Buy
9,082
+813
+10% +$405K 0.09% 223
2026
Q1 		$4.13M Sell
8,269
-62
-0.7% -$32.7K 0.09% 207
2025
Q4 		$4.76M Buy
8,331
+1,028
+14% +$575K 0.11% 178
2025
Q3 		$4.15M Buy
7,303
+287
+4% +$165K 0.1% 188
2025
Q2 		$3.94M Sell
7,016
-140
-2% -$77.4K 0.11% 176
2025
Q1 		$3.92M Buy
7,156
+480
+7% +$261K 0.13% 152
2024
Q4 		$3.52M Buy
6,676
+981
+17% +$508K 0.12% 170
2024
Q3 		$2.81M Sell
5,695
-2,391
-30% -$1.11M 0.1% 205
2024
Q2 		$3.57M Buy
8,086
+1,731
+27% +$789K 0.14% 133
2024
Q1 		$3.06M Sell
6,355
-775
-11% -$354K 0.14% 142
2023
Q4 		$3.04M Buy
7,130
+362
+5% +$145K 0.16% 135
2023
Q3 		$2.68M Buy
6,768
+490
+8% +$197K 0.17% 126
2023
Q2 		$2.47M Buy
6,278
+751
+14% +$282K 0.17% 133
2023
Q1 		$2.01M Buy
5,527
+175
+3% +$63.6K 0.16% 142
2022
Q4 		$1.86M Buy
5,352
+194
+4% +$63.9K 0.16% 124
2022
Q3 		$1.47M Sell
5,158
-621
-11% -$206K 0.13% 155
2022
Q2 		$1.82M Sell
5,779
-1,905
-25% -$656K 0.19% 123
2022
Q1 		$2.75M Buy
7,684
+117
+2% +$42.1K 0.22% 91
2021
Q4 		$2.72M Sell
7,567
-688
-8% -$238K 0.22% 92
2021
Q3 		$2.87M Buy
8,255
+402
+5% +$146K 0.29% 72
2021
Q2 		$2.87M Sell
7,853
-390
-5% -$145K 0.3% 71
2021
Q1 		$2.94M Buy
8,243
+297
+4% +$104K 0.38% 54
2020
Q4 		$2.84M Sell
7,946
-350
-4% -$116K 0.42% 44
2020
Q3 		$2.81M Sell
8,296
-914
-10% -$297K 0.53% 30
2020
Q2 		$2.72M Buy
9,210
+2,948
+47% +$831K 0.6% 26
2020
Q1 		$1.51M Buy
+6,262
New +$1.86M 0.44% 49

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 Financial Group's MA Position: Q2 2026 in Review

Independent Financial Group increased its Mastercard (MA) stake by 9.8% in Q2 2026, buying an estimated $405K and bringing the position to 9,082 shares worth $4.66M. The position accounts for 0.09% of the portfolio, ranked #223.

Independent Financial Group first reported a position in MA in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.76M in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Independent Financial Group held 9,082 shares of Mastercard worth $4.66M as of Q2 2026.
  • Independent Financial Group bought 813 Mastercard shares in Q2 2026, an estimated $405K.
  • Mastercard made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #223 holding.
  • Independent Financial Group first reported a position in Mastercard in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Mastercard position peaked at $4.76M in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.