SMFG
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Sumitomo Mitsui Financial Group’s Mastercard MA Stock Holding History

Sumitomo Mitsui 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
Q1 		– Sell
-100
Closed -$57.8K – 205
2025
Q4 		$57.8K Sell
100
-195
-66% -$109K ﹤0.01% 151
2025
Q3 		$168K Sell
295
-355
-55% -$204K ﹤0.01% 117
2025
Q2 		$358K Buy
+650
New +$359K 0.01% 111
2024
Q3 		– Sell
-550
Closed -$244K – 183
2024
Q2 		$244K Hold
550
– – 0.01% 119
2024
Q1 		$265K Hold
550
– – 0.01% 119
2023
Q4 		$234K Sell
550
-50
-8% -$20.1K 0.01% 115
2023
Q3 		$240K Buy
600
+5
+0.8% +$2.01K 0.01% 117
2023
Q2 		$231K Buy
595
+45
+8% +$16.9K 0.01% 122
2023
Q1 		$198K Buy
+550
New +$200K 0.01% 130
2022
Q2 		– Sell
-159
Closed -$58K – 207
2022
Q1 		$58K Sell
159
-1,153
-88% -$415K ﹤0.01% 175
2021
Q4 		$474K Buy
1,312
+522
+66% +$181K 0.01% 138
2021
Q3 		$279K Buy
+790
New +$287K 0.01% 151
2021
Q2 		– Sell
-97
Closed -$35K – 183
2021
Q1 		$35K Sell
97
-2,615
-96% -$912K ﹤0.01% 164
2020
Q4 		$940K Sell
2,712
-5,785
-68% -$1.92M 0.02% 98
2020
Q3 		$2.86M Buy
+8,497
New +$2.76M 0.1% 60
2020
Q1 		– Sell
-3,000
Closed -$902K – 144
2019
Q4 		$902K Buy
3,000
+2,501
+501% +$705K 0.07% 70
2019
Q3 		$134K Buy
+499
New +$138K 0.01% 105
2018
Q4 		– Sell
-1,615
Closed -$359K – 118
2018
Q3 		$359K Buy
1,615
+1,006
+165% +$210K 0.03% 77
2018
Q2 		$120K Buy
+609
New +$114K 0.01% 75
2017
Q4 		– Sell
-88
Closed -$12K – 114
2017
Q3 		$12K Buy
+88
New +$11.6K ﹤0.01% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sumitomo Mitsui Financial Group's MA Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group sold out of Mastercard (MA) in Q1 2026, closing a stake of 100 shares — an estimated $57.8K sold.

Sumitomo Mitsui Financial Group first reported a position in MA in Q3 2017 and held it in 20 quarters. The position peaked at $2.86M in Q3 2020. 3,619 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Sumitomo Mitsui Financial Group reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 100 Mastercard shares in Q1 2026, an estimated $57.8K.
  • Sumitomo Mitsui Financial Group first reported a position in Mastercard in Q3 2017 and held it in 20 quarters.
  • Sumitomo Mitsui Financial Group's Mastercard position peaked at $2.86M in Q3 2020.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.