SEC 13F Intelligence

Greystone Financial Group, LLC / MA

Greystone Financial Group, LLC’s Mastercard Incorporated Position

Does Greystone Financial Group, LLC own Mastercard Incorporated (MA)? Not currently — the last reported position was 20.5K shares worth $7M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2020
Shares
20.5K
% of Portfolio
+1.89%
Quarters Held
1
position exited

Position History MA

Reported value by quarter
Q4 ’20: $7MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202020.5K$7M+1.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of MA.