SYM Financial Corp
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SYM Financial Corp’s Mastercard MA Stock Holding History

SYM Financial Corp’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 		$1.47M Sell
2,658
-11
-0.4% -$6.18K 0.11% 53
2026
Q2 		$1.37M Sell
2,669
-1,424
-35% -$710K 0.11% 56
2026
Q1 		$2.04M Buy
4,093
+130
+3% +$68.5K 0.2% 35
2025
Q4 		$2.26M Sell
3,963
-134
-3% -$74.9K 0.23% 30
2025
Q3 		$2.33M Sell
4,097
-574
-12% -$330K 0.25% 29
2025
Q2 		$2.62M Buy
4,671
+210
+5% +$116K 0.29% 25
2025
Q1 		$2.44M Sell
4,461
-606
-12% -$330K 0.3% 25
2024
Q4 		$2.67M Buy
5,067
+3,674
+264% +$1.9M 0.34% 24
2024
Q3 		$688K Buy
1,393
+181
+15% +$84.2K 0.09% 54
2024
Q2 		$535K Buy
1,212
+728
+150% +$332K 0.09% 52
2024
Q1 		$233K Buy
+484
New +$221K 0.04% 89

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SYM Financial Corp's MA Position: Q3 2026 in Review

SYM Financial Corp reduced its Mastercard (MA) stake by 0.41% in Q3 2026, selling an estimated $6.18K and leaving 2,658 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #53.

SYM Financial Corp first reported a position in MA in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2024. 2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • SYM Financial Corp held 2,658 shares of Mastercard worth $1.47M as of Q3 2026.
  • SYM Financial Corp sold 11 Mastercard shares in Q3 2026, an estimated $6.18K.
  • Mastercard made up 0.11% of SYM Financial Corp's portfolio in Q3 2026, its #53 holding.
  • SYM Financial Corp first reported a position in Mastercard in Q1 2024 and has held it in 11 quarters since.
  • SYM Financial Corp's Mastercard position peaked at $2.67M in Q4 2024.
  • 2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.