Root Financial Partners
MA icon

Root Financial Partners’s Mastercard MA Stock Holding History

Root 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 		$1.15M Buy
2,079
+290
+16% +$163K 0.04% 116
2026
Q2 		$919K Sell
1,789
-495
-22% -$247K 0.04% 130
2026
Q1 		$1.14M Buy
2,284
+101
+5% +$53.2K 0.05% 94
2025
Q4 		$1.25M Buy
2,183
+166
+8% +$92.8K 0.06% 81
2025
Q3 		$1.15M Buy
2,017
+93
+5% +$53.4K 0.07% 79
2025
Q2 		$1.08M Buy
1,924
+697
+57% +$385K 0.1% 70
2025
Q1 		$673K Buy
1,227
+100
+9% +$54.4K 0.07% 90
2024
Q4 		$594K Buy
1,127
+314
+39% +$163K 0.07% 102
2024
Q3 		$402K Buy
813
+191
+31% +$88.8K 0.06% 105
2024
Q2 		$274K Buy
+622
New +$283K 0.06% 98

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

Root Financial Partners increased its Mastercard (MA) stake by 16% in Q3 2026, buying an estimated $163K and bringing the position to 2,079 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #116.

Root Financial Partners first reported a position in MA in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 1,512 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Root Financial Partners held 2,079 shares of Mastercard worth $1.15M as of Q3 2026.
  • Root Financial Partners bought 290 Mastercard shares in Q3 2026, an estimated $163K.
  • Mastercard made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #116 holding.
  • Root Financial Partners first reported a position in Mastercard in Q2 2024 and has held it in 10 quarters since.
  • Root Financial Partners's Mastercard position peaked at $1.25M in Q4 2025.
  • 1,512 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.