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Montgomery Financial Services’s Mastercard MA Stock Holding History

Montgomery Financial Services’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 		$1.03K Buy
+2
New +$997 ﹤0.01% 298

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's MA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Mastercard (MA) in Q2 2026: 2 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings.

3,454 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Montgomery Financial Services held 2 shares of Mastercard worth $1.03K as of Q2 2026.
  • Mastercard was a new Montgomery Financial Services position in Q2 2026.
  • Mastercard made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #298 holding.
  • 3,454 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.