Position in MA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,081,433
+$271,289 QoQ
Shares Held
21,576
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#849
of 3,555 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $13,107,310 across 5 Credit Services names. MA ranks #1 (84.5% of the industry book) .
All Filings in MA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,081,433 | 21,576 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $10,810,144 | 21,635 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $12,420,635 | 21,757 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $12,419,966 | 21,835 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $12,349,755 | 21,977 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $12,404,502 | 22,631 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $12,015,273 | 22,818 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $11,168,274 | 22,617 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $9,775,663 | 22,159 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $10,619,581 | 22,052 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $9,269,341 | 21,733 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $8,192,168 | 20,692 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $7,618,613 | 19,371 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $7,070,867 | 19,457 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $6,733,095 | 19,363 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $5,660,924 | 19,909 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $6,286,569 | 19,927 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $7,013,224 | 19,624 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,732,937 | 18,738 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,472,758 | 18,617 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $6,626,801 | 18,612 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $6,494,880 | 18,196 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,645,748 | 16,695 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,888,216 | 16,531 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,958,385 | 12,247 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||