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LifeSteps Financial’s Mastercard MA Stock Holding History

LifeSteps 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 		$862K Buy
1,679
+428
+34% +$213K 0.4% 40
2026
Q1 		$625K Sell
1,251
-6
-0.5% -$3.16K 0.4% 44
2025
Q4 		$717K Buy
1,257
+12
+1% +$6.71K 0.46% 38
2025
Q3 		$708K Buy
1,245
+4
+0.3% +$2.3K 0.45% 38
2025
Q2 		$698K Buy
1,241
+129
+12% +$71.3K 0.48% 35
2025
Q1 		$610K Buy
1,112
+55
+5% +$29.9K 0.49% 39
2024
Q4 		$557K Sell
1,057
-53
-5% -$27.4K 0.43% 43
2024
Q3 		$548K Sell
1,110
-9
-0.8% -$4.18K 0.43% 46
2024
Q2 		$494K Sell
1,119
-158
-12% -$72K 0.41% 46
2024
Q1 		$615K Sell
1,277
-20
-2% -$9.14K 0.46% 40
2023
Q4 		$553K Sell
1,297
-23
-2% -$9.24K 0.49% 42
2023
Q3 		$523K Hold
1,320
– – 0.53% 41
2023
Q2 		$519K Hold
1,320
– – 0.51% 40
2023
Q1 		$480K Sell
1,320
-586
-31% -$213K 0.51% 41
2022
Q4 		$663K Sell
1,906
-222
-10% -$73.1K 0.69% 32
2022
Q3 		$605K Buy
2,128
+29
+1% +$9.61K 0.68% 31
2022
Q2 		$662K Sell
2,099
-328
-14% -$113K 0.69% 30
2022
Q1 		$867K Sell
2,427
-74
-3% -$26.6K 0.64% 34
2021
Q4 		$899K Buy
2,501
+542
+28% +$187K 0.64% 33
2021
Q3 		$681K Buy
1,959
+77
+4% +$28K 0.52% 38
2021
Q2 		$687K Buy
1,882
+176
+10% +$65.4K 0.53% 38
2021
Q1 		$607K Buy
1,706
+467
+38% +$163K 0.51% 37
2020
Q4 		$442K Buy
1,239
+102
+9% +$33.9K 0.41% 44
2020
Q3 		$384K Buy
1,137
+57
+5% +$18.5K 0.41% 44
2020
Q2 		$319K Buy
+1,080
New +$304K 0.37% 48

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

LifeSteps Financial's MA Position: Q2 2026 in Review

LifeSteps Financial increased its Mastercard (MA) stake by 34% in Q2 2026, buying an estimated $213K and bringing the position to 1,679 shares worth $862K. The position accounts for 0.4% of the portfolio, ranked #40.

LifeSteps Financial first reported a position in MA in Q2 2020 and has held it in 25 quarters since. The position peaked at $899K in Q4 2021. 1,519 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • LifeSteps Financial held 1,679 shares of Mastercard worth $862K as of Q2 2026.
  • LifeSteps Financial bought 428 Mastercard shares in Q2 2026, an estimated $213K.
  • Mastercard made up 0.4% of LifeSteps Financial's portfolio in Q2 2026, its #40 holding.
  • LifeSteps Financial first reported a position in Mastercard in Q2 2020 and has held it in 25 quarters since.
  • LifeSteps Financial's Mastercard position peaked at $899K in Q4 2021.
  • 1,519 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.