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MasterCard Incorporated shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 480 426.51
2020-12-31 $205k 601 341.10

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding MasterCard Incorporated

Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Wellington Management Company
Norges Bank Investment Management
Bank of New York Mellon
Henderson Group
Legal & General Group
Jennison Associates
Massachusetts Financial Services
Franklin Resources
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Akre Capital Management

View all funds holding MasterCard Incorporated