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J. Team Financial’s Mastercard MA Stock Holding History

J. Team Financial’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 		$200K Sell
389
-1,387
-78% -$692K 0.19% 102
2026
Q1 		$887K Sell
1,776
-149
-8% -$78.5K 0.99% 30
2025
Q4 		$1.1M Sell
1,925
-81
-4% -$45.3K 1.1% 27
2025
Q3 		$1.14M Buy
+2,006
New +$1.15M 1.16% 26

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. Team Financial's MA Position: Q2 2026 in Review

J. Team Financial reduced its Mastercard (MA) stake by 78% in Q2 2026, selling an estimated $692K and leaving 389 shares worth $200K. The position accounts for 0.19% of the portfolio, ranked #102.

J. Team Financial first reported a position in MA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.14M in Q3 2025. 2,160 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • J. Team Financial held 389 shares of Mastercard worth $200K as of Q2 2026.
  • J. Team Financial sold 1,387 Mastercard shares in Q2 2026, an estimated $692K.
  • Mastercard made up 0.19% of J. Team Financial's portfolio in Q2 2026, its #102 holding.
  • J. Team Financial first reported a position in Mastercard in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Mastercard position peaked at $1.14M in Q3 2025.
  • 2,160 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.