Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,332,771
-$160,032 QoQ
Shares Held
4,542
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,570
of 3,555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Johnson Financial Group, Inc. holds $14,773,427 across 6 Credit Services names. MA ranks #2 (15.8% of the industry book) .
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332,771 | 4,542 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,492,803 | 4,989 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,335,469 | 4,091 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,208,087 | 5,640 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,639,740 | 2,918 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,554,467 | 2,836 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,417,525 | 2,692 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,483,374 | 3,004 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,433,327 | 3,249 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,355,618 | 2,815 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,615,619 | 3,788 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,163,579 | 2,939 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,260,919 | 3,206 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $975,028 | 2,683 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $952,084 | 2,738 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $727,909 | 2,560 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $856,212 | 2,714 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,028,896 | 2,879 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,160,962 | 3,231 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,209,578 | 3,479 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,422,755 | 3,897 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,363,315 | 3,829 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,117,935 | 3,132 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $928,276 | 2,745 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $705,540 | 2,386 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $576,603 | 2,387 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||