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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

MA holding history

Mastercard Inc in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
5,008
Value
$2.57M
% of portfolio
0.4%
Quarters held
16
Since Q3 2022
Holdings of MA by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,008$2.57M0.4%+182+3.8%AddedHolders
Q1 20264,826$2.41M0.4%−147−3.0%ReducedHolders
Q4 20254,973$2.84M0.5%−8−0.2%ReducedHolders
Q3 20254,981$2.83M0.5%+263+5.6%AddedHolders
Q2 20254,718$2.65M0.5%−236−4.8%ReducedHolders
Q1 20254,954$2.72M0.7%−292−5.6%ReducedHolders
Q4 20245,246$2.76M0.6%−169−3.1%ReducedHolders
Q3 20245,415$2.67M0.7%−414−7.1%ReducedHolders
Q2 20245,829$2.57M0.7%−1,850−24.1%ReducedHolders
Q1 20247,679$3.70M1.2%+575+8.1%AddedHolders
Q4 20237,104$3.03M1.0%+87+1.2%AddedHolders
Q3 20237,017$2.78M1.0%−114−1.6%ReducedHolders
Q2 20237,131$2.80M1.0%−80−1.1%ReducedHolders
Q1 20237,211$2.62M1.0%−299−4.0%ReducedHolders
Q4 20227,510$2.61M1.2%−328−4.2%ReducedHolders
Q3 20227,838$2.23M1.0%–No prior filingHolders