Trinity Financial Advisors »

MasterCard Incorporated shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MasterCard Incorporated by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $276k 573 481.78
2023-12-31 $245k 573 426.63
2023-09-30 $227k 573 395.97
2023-06-30 $225k 573 393.30

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

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
Jennison Associates
Legal & General Group
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