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LGT Financial Advisors’s Mastercard MA Stock Holding History

LGT Financial 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
Q2 		$22.6K Hold
44
– – 0.12% 97
2026
Q1 		$22K Hold
44
– – 0.11% 99
2025
Q4 		$25.1K Hold
44
– – 0.15% 94
2025
Q3 		$25K Hold
44
– – 0.05% 166
2025
Q2 		$24.7K Buy
+44
New +$24.3K 0.06% 145
2023
Q4 		– Sell
-1
Closed -$396 – 929
2023
Q3 		$396 Buy
+1
New +$401 ﹤0.01% 910

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

LGT Financial Advisors's MA Position: Q2 2026 in Review

LGT Financial Advisors held its Mastercard (MA) position steady in Q2 2026 at 44 shares worth $22.6K. The position accounts for 0.12% of the portfolio, ranked #97.

LGT Financial Advisors first reported a position in MA in Q3 2023 and has held it in 6 quarters since. The position peaked at $25.1K in Q4 2025. 1,778 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • LGT Financial Advisors held 44 shares of Mastercard worth $22.6K as of Q2 2026.
  • LGT Financial Advisors left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.12% of LGT Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • LGT Financial Advisors first reported a position in Mastercard in Q3 2023 and has held it in 6 quarters since.
  • LGT Financial Advisors's Mastercard position peaked at $25.1K in Q4 2025.
  • 1,778 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.