SFA
MA icon

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
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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Souders Financial Advisors's MA Position: Q1 2026 in Review

Souders Financial Advisors increased its Mastercard (MA) stake by 25% in Q1 2026, buying an estimated $279K and bringing the position to 2,690 shares worth $1.34M. 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 6 quarters since. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Souders Financial Advisors held 2,690 shares of Mastercard worth $1.34M as of Q1 2026.
  • Souders Financial Advisors bought 530 Mastercard shares in Q1 2026, an estimated $279K.
  • Mastercard made up 0.15% of Souders Financial Advisors's portfolio in Q1 2026, its #77 holding.
  • Souders Financial Advisors first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.