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Summit Financial Strategies’s Mastercard MA Stock Holding History

Summit Financial Strategies’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 		$226K Buy
410
+5
+1% +$2.81K 0.02% 145
2026
Q2 		$208K Hold
405
– – 0.01% 157
2026
Q1 		$202K Buy
405
+22
+6% +$11.6K 0.02% 159
2025
Q4 		$218K Buy
+383
New +$214K 0.02% 147

Other funds holding MA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Summit Financial Strategies's MA Position: Q3 2026 in Review

Summit Financial Strategies increased its Mastercard (MA) stake by 1.2% in Q3 2026, buying an estimated $2.81K and bringing the position to 410 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #145.

Summit Financial Strategies first reported a position in MA in Q4 2025 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Summit Financial Strategies held 410 shares of Mastercard worth $226K as of Q3 2026.
  • Summit Financial Strategies bought 5 Mastercard shares in Q3 2026, an estimated $2.81K.
  • Mastercard made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #145 holding.
  • Summit Financial Strategies first reported a position in Mastercard in Q4 2025 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.