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Legacy Financial Group (Oklahoma)’s Mastercard MA Stock Holding History

Legacy Financial Group (Oklahoma)’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
Q1 		– Sell
-355
Closed -$203K – 93
2025
Q4 		$203K Buy
+355
New +$198K 0.05% 91
2025
Q2 		– Sell
-373
Closed -$205K – 90
2025
Q1 		$205K Buy
+373
New +$203K 0.07% 80

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

Legacy Financial Group (Oklahoma)'s MA Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) sold out of Mastercard (MA) in Q1 2026, closing a stake of 355 shares — an estimated $203K sold.

Legacy Financial Group (Oklahoma) first reported a position in MA in Q1 2025 and held it in 2 quarters. The position peaked at $205K in Q1 2025. 3,619 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Legacy Financial Group (Oklahoma) reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 355 Mastercard shares in Q1 2026, an estimated $203K.
  • Legacy Financial Group (Oklahoma) first reported a position in Mastercard in Q1 2025 and held it in 2 quarters.
  • Legacy Financial Group (Oklahoma)'s Mastercard position peaked at $205K in Q1 2025.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.