Position in MA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,098,590
+$31,318 QoQ
Shares Held
2,139
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,985
of 3,563 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 82%
Shared 1%
None 17%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026First Western Trust Bank holds $12,728,239 across 4 Credit Services names. MA ranks #3 (8.6% of the industry book) .
All Filings in MA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,590 | 2,139 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $1,067,272 | 2,136 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,219,970 | 2,137 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,221,803 | 2,148 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,210,418 | 2,154 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $1,183,390 | 2,159 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,151,081 | 2,186 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,069,570 | 2,166 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $973,198 | 2,206 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $1,062,343 | 2,206 | Shares | Other | 2024-05-16 | |
| 2023-12-31 | $959,220 | 2,249 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $916,926 | 2,316 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $929,367 | 2,363 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $841,293 | 2,315 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $784,130 | 2,255 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $624,125 | 2,195 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,010,482 | 3,203 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,152,550 | 3,225 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||