Lebenthal Global Advisors
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Lebenthal Global Advisors’s Mastercard MA Stock Holding History

Lebenthal Global 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
Q3 		$2.73M Buy
4,945
+449
+10% +$252K 0.37% 58
2026
Q2 		$2.31M Buy
4,496
+309
+7% +$154K 0.31% 65
2026
Q1 		$2.09M Buy
4,187
+1,117
+36% +$588K 0.3% 58
2025
Q4 		$1.75M Buy
3,070
+419
+16% +$234K 0.27% 61
2025
Q3 		$1.51M Buy
2,651
+393
+17% +$226K 0.26% 64
2025
Q2 		$1.27M Buy
2,258
+500
+28% +$277K 0.24% 69
2025
Q1 		$964K Buy
1,758
+72
+4% +$39.2K 0.18% 77
2024
Q4 		$888K Buy
1,686
+159
+10% +$82.3K 0.16% 93
2024
Q3 		$754K Buy
1,527
+255
+20% +$119K 0.15% 94
2024
Q2 		$561K Buy
1,272
+147
+13% +$67K 0.12% 102
2024
Q1 		$542K Buy
1,125
+136
+14% +$62.2K 0.12% 107
2023
Q4 		$422K Buy
+989
New +$397K 0.1% 129
2021
Q1 		– Sell
-245
Closed -$87K – 366
2020
Q4 		$87K Buy
+245
New +$81.5K 0.06% 187

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Lebenthal Global Advisors's MA Position: Q3 2026 in Review

Lebenthal Global Advisors increased its Mastercard (MA) stake by 10% in Q3 2026, buying an estimated $252K and bringing the position to 4,945 shares worth $2.73M. The position accounts for 0.37% of the portfolio, ranked #58.

Lebenthal Global Advisors first reported a position in MA in Q4 2020 and has held it in 13 quarters since. 1,501 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Lebenthal Global Advisors held 4,945 shares of Mastercard worth $2.73M as of Q3 2026.
  • Lebenthal Global Advisors bought 449 Mastercard shares in Q3 2026, an estimated $252K.
  • Mastercard made up 0.37% of Lebenthal Global Advisors's portfolio in Q3 2026, its #58 holding.
  • Lebenthal Global Advisors first reported a position in Mastercard in Q4 2020 and has held it in 13 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.