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Peak Financial Advisors’s Mastercard MA Stock Holding History

Peak 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 		$737K Sell
1,435
-3,276
-70% -$1.63M 0.31% 47
2026
Q1 		$2.35M Sell
4,711
-144
-3% -$75.8K 1.04% 30
2025
Q4 		$2.77M Sell
4,855
-778
-14% -$435K 1.25% 17
2025
Q3 		$3.2M Buy
5,633
+4,839
+609% +$2.78M 1.54% 16
2025
Q2 		$446K Buy
+794
New +$439K 0.23% 78

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Peak Financial Advisors reduced its Mastercard (MA) stake by 70% in Q2 2026, selling an estimated $1.63M and leaving 1,435 shares worth $737K. The position accounts for 0.31% of the portfolio, ranked #47.

Peak Financial Advisors first reported a position in MA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.2M in Q3 2025. 795 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Peak Financial Advisors held 1,435 shares of Mastercard worth $737K as of Q2 2026.
  • Peak Financial Advisors sold 3,276 Mastercard shares in Q2 2026, an estimated $1.63M.
  • Mastercard made up 0.31% of Peak Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Peak Financial Advisors first reported a position in Mastercard in Q2 2025 and has held it in 5 quarters since.
  • Peak Financial Advisors's Mastercard position peaked at $3.2M in Q3 2025.
  • 795 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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