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Polaris Financial Partners’s Mastercard MA Stock Holding History

Polaris Financial Partners’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
Q3 		$14K Buy
+25
New +$14.1K 0.01% 261

Other funds holding MA

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Polaris Financial Partners's MA Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Mastercard (MA) in Q3 2026: 25 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings.

22 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Polaris Financial Partners held 25 shares of Mastercard worth $14K as of Q3 2026.
  • Mastercard was a new Polaris Financial Partners position in Q3 2026.
  • Mastercard made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #261 holding.
  • 22 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.