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Oldfather Financial Services’s Mastercard MA Stock Holding History

Oldfather 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
2025
Q4 		$541K Buy
948
+169
+22% +$94.5K 0.16% 58
2025
Q3 		$443K Sell
779
-23
-3% -$13.2K 0.14% 59
2025
Q2 		$451K Sell
802
-20
-2% -$11.1K 0.15% 55
2025
Q1 		$451K Buy
822
+1
+0.1% +$544 0.17% 50
2024
Q4 		$432K Sell
821
-6
-0.7% -$3.11K 0.16% 50
2024
Q3 		$408K Buy
827
+21
+3% +$9.77K 0.16% 51
2024
Q2 		$356K Sell
806
-26
-3% -$11.8K 0.15% 51
2024
Q1 		$401K Hold
832
– – 0.16% 50
2023
Q4 		$355K Hold
832
– – 0.16% 49
2023
Q3 		$329K Sell
832
-5
-0.6% -$2.01K 0.17% 48
2023
Q2 		$329K Hold
837
– – 0.16% 49
2023
Q1 		$304K Buy
837
+17
+2% +$6.17K 0.16% 52
2022
Q4 		$285K Sell
820
-700
-46% -$230K 0.16% 49
2022
Q3 		$432K Sell
1,520
-19
-1% -$6.3K 0.27% 41
2022
Q2 		$528K Buy
1,539
+14
+0.9% +$4.82K 0.3% 37
2022
Q1 		$578K Sell
1,525
-6
-0.4% -$2.16K 0.31% 38
2021
Q4 		$586K Buy
1,531
+11
+0.7% +$3.8K 0.31% 39
2021
Q3 		$553K Hold
1,520
– – 0.28% 41
2021
Q2 		$559K Hold
1,520
– – 0.31% 39
2021
Q1 		$574K Hold
1,520
– – 0.33% 40
2020
Q4 		$515K Sell
1,520
-200
-12% -$66.5K 0.31% 40
2020
Q3 		$589K Hold
1,720
– – 0.42% 31
2020
Q2 		$531K Buy
1,720
+200
+13% +$56.4K 0.41% 34
2020
Q1 		$414K Hold
1,520
– – 0.39% 37
2019
Q4 		$487K Buy
+1,520
New +$429K 0.45% 31

Other funds holding MA

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oldfather Financial Services's MA Position: Q4 2025 in Review

Oldfather Financial Services increased its Mastercard (MA) stake by 22% in Q4 2025, buying an estimated $94.5K and bringing the position to 948 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #58.

Oldfather Financial Services first reported a position in MA in Q4 2019 and has held it in 25 quarters since. The position peaked at $589K in Q3 2020. 3,723 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Oldfather Financial Services held 948 shares of Mastercard worth $541K as of Q4 2025.
  • Oldfather Financial Services bought 169 Mastercard shares in Q4 2025, an estimated $94.5K.
  • Mastercard made up 0.16% of Oldfather Financial Services's portfolio in Q4 2025, its #58 holding.
  • Oldfather Financial Services first reported a position in Mastercard in Q4 2019 and has held it in 25 quarters since.
  • Oldfather Financial Services's Mastercard position peaked at $589K in Q3 2020.
  • 3,723 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.