MA — MASTERCARD INCORPORATED

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  ·  20 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported MASTERCARD INCORPORATED (MA) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.98% in 2024 Q1. The latest visible filing shows MA at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in MASTERCARD INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MA was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MA stock page CLARK FINANCIAL SERVICES GROUP INC /BD fund profile CLARK FINANCIAL SERVICES GROUP INC /BD full holdings
How CLARK FINANCIAL SERVICES GROUP INC /BD held MA — position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,656 +28 +1.1% 0.80% $1.5M 2026-02-14 (Est.) $517.47
2025 Q3 ADDED 2,628 +204 +8.4% 0.79% $1.5M 2025-10-31 $550.22
2025 Q2 ADDED 2,424 +111 +4.8% 0.84% $1.4M 2025-08-12 $571.58
2025 Q1 ADDED 2,313 +246 +11.9% 0.88% $1.3M 2025-05-15 $578.78
2024 Q4 ADDED 2,067 +15 +0.7% 0.83% $1.1M 2025-02-14 $560.55
2024 Q3 ADDED 2,052 +363 +21.5% 0.92% $1.0M 2024-11-14 $515.76
2024 Q2 ADDED 1,689 +6 +0.4% 0.79% $745K 2024-08-14 $455.46
2024 Q1 ADDED 1,683 +8 +0.5% 0.98% $810K 2024-05-14 $448.89
2023 Q4 UNCHANGED 1,675 — 0% 0.92% $714K 2024-02-15 $465.13
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MA

As of 2026 Q1 — sorted by position size

Seilern Investment Management Ltd 10.61% Altrafin AG 7.93% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 6.89% SeaTown Holdings Pte. Ltd. 3Y 7Y 6.45% Bath Savings Trust Co 3Y 7Y 5.22% PICTET BANK & TRUST Ltd 3Y 7Y 4.93% R.H. Investment Group, LLC 4.93% Midway Capital Research & Management 4.86% Luma Capital S.A. - SPF 4.52% Sarasin & Partners LLP 3Y 7Y 4.11%

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and MA

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning MA?

CLARK FINANCIAL SERVICES GROUP INC /BD reported MA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MA position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for MA was 0.98% in 2024 Q1.

What is the latest reported MA position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 2,656 shares, equal to 0.80% of portfolio, with an estimated market value of $1.5M.

What does the chart on this MA ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly MA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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