Position in MA
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$334,353
-$134,827 QoQ
Shares Held
651
-30.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,855
of 3,560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $48,609,664 across 5 Credit Services names. MA ranks #4 (0.7% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,353 | 651 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $469,180 | 939 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,360,977 | 2,384 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,360,593 | 2,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,343,598 | 2,391 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,351,663 | 2,466 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,316,951 | 2,501 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,237,462 | 2,506 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,116,134 | 2,530 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,252,563 | 2,601 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,088,880 | 2,553 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $968,791 | 2,447 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $991,509 | 2,521 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $916,156 | 2,521 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $884,972 | 2,545 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $724,782 | 2,549 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $804,158 | 2,549 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $866,646 | 2,425 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $871,351 | 2,425 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $843,124 | 2,425 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $885,343 | 2,425 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $863,065 | 2,424 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $865,222 | 2,424 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $819,724 | 2,424 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $701,991 | 2,374 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $570,564 | 2,362 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||