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TCV Trust & Wealth Management’s Mastercard MA Stock Holding History

TCV Trust & Wealth Management’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 		$450K Hold
876
– – 0.03% 160
2026
Q1 		$438K Hold
876
– – 0.04% 150
2025
Q4 		$500K Sell
876
-25
-3% -$14K 0.04% 146
2025
Q3 		$512K Buy
901
+112
+14% +$64.3K 0.04% 139
2025
Q2 		$443K Buy
+789
New +$436K 0.04% 155

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

TCV Trust & Wealth Management's MA Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Mastercard (MA) position steady in Q2 2026 at 876 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #160.

TCV Trust & Wealth Management first reported a position in MA in Q2 2025 and has held it in 5 quarters since. The position peaked at $512K in Q3 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • TCV Trust & Wealth Management held 876 shares of Mastercard worth $450K as of Q2 2026.
  • TCV Trust & Wealth Management left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.03% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #160 holding.
  • TCV Trust & Wealth Management first reported a position in Mastercard in Q2 2025 and has held it in 5 quarters since.
  • TCV Trust & Wealth Management's Mastercard position peaked at $512K in Q3 2025.
  • 1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.