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Souders Financial Advisors’s Mastercard MA Stock Holding History

Souders 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
Q2 		$1.47M Buy
2,854
+164
+6% +$81.8K 0.15% 77
2026
Q1 		$1.34M Buy
2,690
+530
+25% +$279K 0.15% 77
2025
Q4 		$1.23M Buy
2,160
+128
+6% +$71.6K 0.14% 79
2025
Q3 		$1.16M Buy
2,032
+344
+20% +$198K 0.14% 82
2025
Q2 		$949K Buy
1,688
+413
+32% +$228K 0.12% 90
2025
Q1 		$699K Buy
1,275
+466
+58% +$254K 0.1% 114
2024
Q4 		$426K Buy
+809
New +$419K 0.06% 134

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Souders Financial Advisors's MA Position: Q2 2026 in Review

Souders Financial Advisors increased its Mastercard (MA) stake by 6.1% in Q2 2026, buying an estimated $81.8K and bringing the position to 2,854 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #77.

Souders Financial Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Souders Financial Advisors held 2,854 shares of Mastercard worth $1.47M as of Q2 2026.
  • Souders Financial Advisors bought 164 Mastercard shares in Q2 2026, an estimated $81.8K.
  • Mastercard made up 0.15% of Souders Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Souders Financial Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.