Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,854,588
+$67,485 QoQ
Shares Held
5,558
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,468
of 3,560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $38,981,698 across 5 Credit Services names. MA ranks #2 (7.3% 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 | $2,854,588 | 5,558 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,787,103 | 5,578 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,127,280 | 5,478 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,117,647 | 5,481 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,071,002 | 5,465 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,101,811 | 5,659 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,968,275 | 5,637 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,707,999 | 5,484 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,028,122 | 6,864 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,350,282 | 6,957 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,037,604 | 7,122 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,839,070 | 7,171 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,820,354 | 7,171 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,593,657 | 7,137 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,481,749 | 7,137 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,075,682 | 7,300 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,303,004 | 7,300 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,608,874 | 7,300 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,587,104 | 7,200 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,520,680 | 7,250 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,628,282 | 7,199 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,620,884 | 7,361 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,573,537 | 7,210 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,488,931 | 7,360 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,066,055 | 6,987 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,675,218 | 6,935 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||