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SageGuard Financial Group’s Mastercard MA Stock Holding History

SageGuard Financial Group’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 		$218K Sell
424
-157
-27% -$78.3K 0.03% 198
2026
Q1 		$290K Sell
581
-120
-17% -$63.2K 0.04% 161
2025
Q4 		$400K Buy
+701
New +$392K 0.06% 129
2021
Q3 		– Sell
-764
Closed -$279K – 81
2021
Q2 		$279K Hold
764
– – 0.13% 106
2021
Q1 		$271K Sell
764
-32
-4% -$11.2K 0.13% 108
2020
Q4 		$283K Buy
+796
New +$265K 0.14% 94

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SageGuard Financial Group's MA Position: Q2 2026 in Review

SageGuard Financial Group reduced its Mastercard (MA) stake by 27% in Q2 2026, selling an estimated $78.3K and leaving 424 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #198.

SageGuard Financial Group first reported a position in MA in Q4 2020 and has held it in 6 quarters since. The position peaked at $400K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • SageGuard Financial Group held 424 shares of Mastercard worth $218K as of Q2 2026.
  • SageGuard Financial Group sold 157 Mastercard shares in Q2 2026, an estimated $78.3K.
  • Mastercard made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #198 holding.
  • SageGuard Financial Group first reported a position in Mastercard in Q4 2020 and has held it in 6 quarters since.
  • SageGuard Financial Group's Mastercard position peaked at $400K in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.