Teamwork Financial Advisors
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Teamwork Financial Advisors’s Mastercard MA Stock Holding History

Teamwork 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
Q3 		– Sell
-398
Closed -$204K – 209
2026
Q2 		$204K Buy
+398
New +$198K 0.02% 194
2026
Q1 		– Sell
-382
Closed -$218K – 225
2025
Q4 		$218K Sell
382
-4
-1% -$2.24K 0.02% 189
2025
Q3 		$220K Buy
+386
New +$222K 0.02% 188
2024
Q2 		– Sell
-606
Closed -$292K – 173
2024
Q1 		$292K Sell
606
-99
-14% -$45.3K 0.05% 147
2023
Q4 		$301K Buy
705
+83
+13% +$33.3K 0.05% 143
2023
Q3 		$246K Buy
622
+23
+4% +$9.23K 0.04% 176
2023
Q2 		$236K Sell
599
-96
-14% -$36K 0.04% 176
2023
Q1 		$253K Buy
695
+32
+5% +$11.6K 0.05% 163
2022
Q4 		$231K Buy
+663
New +$218K 0.05% 175
2022
Q3 		– Sell
-1,350
Closed -$426K – 220
2022
Q2 		$426K Sell
1,350
-2,307
-63% -$795K 0.09% 149
2022
Q1 		$1.31M Sell
3,657
-4,850
-57% -$1.74M 0.24% 79
2021
Q4 		$3.06M Sell
8,507
-2,480
-23% -$858K 0.56% 29
2021
Q3 		$3.82M Buy
10,987
+487
+5% +$177K 0.76% 22
2021
Q2 		$3.83M Sell
10,500
-762
-7% -$283K 0.78% 20
2021
Q1 		$4.01M Sell
11,262
-1,039
-8% -$363K 0.94% 18
2020
Q4 		$4.39M Buy
12,301
+1,799
+17% +$598K 1.04% 13
2020
Q3 		$3.55M Buy
10,502
+1,396
+15% +$454K 1.1% 13
2020
Q2 		$2.69M Buy
9,106
+3,804
+72% +$1.07M 0.96% 20
2020
Q1 		$1.28M Buy
5,302
+3,410
+180% +$1.01M 0.79% 27
2019
Q4 		$565K Buy
+1,892
New +$533K 0.34% 65

Other funds holding MA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Teamwork Financial Advisors's MA Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of Mastercard (MA) in Q3 2026, closing a stake of 398 shares — an estimated $204K sold.

Teamwork Financial Advisors first reported a position in MA in Q4 2019 and held it in 20 quarters. The position peaked at $4.39M in Q4 2020. 1,293 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining Mastercard position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 398 Mastercard shares in Q3 2026, an estimated $204K.
  • Teamwork Financial Advisors first reported a position in Mastercard in Q4 2019 and held it in 20 quarters.
  • Teamwork Financial Advisors's Mastercard position peaked at $4.39M in Q4 2020.
  • 1,293 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.