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 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%	+$8.29K	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 $32.1B AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Riverbend Wealth Management's MA Position: Q2 2026 in Review

Riverbend Wealth Management reduced its Mastercard (MA) stake by 2.3% in Q2 2026, selling an estimated $16.5K and leaving 1,374 shares worth $706K. The position accounts for 0.35% of the portfolio, ranked #79.

Riverbend Wealth Management first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2024. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Riverbend Wealth Management held 1,374 shares of Mastercard worth $706K as of Q2 2026.
Riverbend Wealth Management sold 33 Mastercard shares in Q2 2026, an estimated $16.5K.
Mastercard made up 0.35% of Riverbend Wealth Management's portfolio in Q2 2026, its #79 holding.
Riverbend Wealth Management first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Mastercard position peaked at $1M in Q4 2024.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.