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Resurgent Financial Advisors’s Mastercard MA Stock Holding History

Resurgent 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
Q1 		$3.13M Buy
6,267
+4,671
+293% +$2.46M 1.13% 21
2025
Q4 		$911K Sell
1,596
-1
-0.1% -$559 0.46% 57
2025
Q3 		$908K Buy
1,597
+19
+1% +$10.9K 0.45% 59
2025
Q2 		$887K Sell
1,578
-40
-2% -$22.1K 0.49% 57
2025
Q1 		$887K Buy
1,618
+3
+0.2% +$1.63K 0.53% 51
2024
Q4 		$850K Buy
1,615
+64
+4% +$33.1K 0.5% 56
2024
Q3 		$766K Sell
1,551
-45
-3% -$20.9K 0.45% 63
2024
Q2 		$704K Sell
1,596
-9
-0.6% -$4.1K 0.44% 68
2024
Q1 		$773K Sell
1,605
-43
-3% -$19.7K 0.41% 71
2023
Q4 		$703K Buy
1,648
+220
+15% +$88.4K 0.43% 57
2023
Q3 		$565K Sell
1,428
-208
-13% -$83.5K 0.39% 66
2023
Q2 		$643K Sell
1,636
-41
-2% -$15.4K 0.42% 60
2023
Q1 		$609K Sell
1,677
-40
-2% -$14.5K 0.41% 62
2022
Q4 		$597K Buy
1,717
+63
+4% +$20.7K 0.31% 75
2022
Q3 		$470K Sell
1,654
-60
-4% -$19.9K 0.31% 92
2022
Q2 		$541K Buy
1,714
+58
+4% +$20K 0.35% 89
2022
Q1 		$592K Buy
1,656
+562
+51% +$202K 0.37% 77
2021
Q4 		$393K Buy
+1,094
New +$378K 0.31% 83

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resurgent Financial Advisors's MA Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Mastercard (MA) stake by 293% in Q1 2026, buying an estimated $2.46M and bringing the position to 6,267 shares worth $3.13M. The position accounts for 1.13% of the portfolio, ranked #21.

Resurgent Financial Advisors first reported a position in MA in Q4 2021 and has held it in 18 quarters since. 3,601 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Resurgent Financial Advisors held 6,267 shares of Mastercard worth $3.13M as of Q1 2026.
  • Resurgent Financial Advisors bought 4,671 Mastercard shares in Q1 2026, an estimated $2.46M.
  • Mastercard made up 1.13% of Resurgent Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Resurgent Financial Advisors first reported a position in Mastercard in Q4 2021 and has held it in 18 quarters since.
  • 3,601 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.