Riverbend Wealth Management’s Mastercard MA Stock Holding History

Riverbend Wealth Management’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	$557K	Sell	1,010 -364	-26%	-$205K	0.25%	104
2026 Q2	$706K	Sell	1,374 -33	-2%	-$16.5K	0.35%	79
2026 Q1	$703K	Sell	1,407 -260	-16%	-$137K	0.4%	70
2025 Q4	$952K	Buy	1,667 +107	+7%	+$59.8K	0.59%	48
2025 Q3	$887K	Buy	1,560 +26	+2%	+$14.9K	0.62%	43
2025 Q2	$862K	Buy	1,534 +15	+1%	+$8.3K	0.65%	40
2025 Q1	$832K	Sell	1,519 -376	-20%	-$205K	0.74%	41
2024 Q4	$1M	Buy	+1,895	New	+$981K	0.89%	31

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Riverbend Wealth Management's MA Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Mastercard (MA) stake by 26% in Q3 2026, selling an estimated $205K and leaving 1,010 shares worth $557K. The position accounts for 0.25% of the portfolio, ranked #104.

Riverbend Wealth Management first reported a position in MA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1M in Q4 2024. 2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Riverbend Wealth Management held 1,010 shares of Mastercard worth $557K as of Q3 2026.
Riverbend Wealth Management sold 364 Mastercard shares in Q3 2026, an estimated $205K.
Mastercard made up 0.25% of Riverbend Wealth Management's portfolio in Q3 2026, its #104 holding.
Riverbend Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's Mastercard position peaked at $1M in Q4 2024.
2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.