Position in MA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,536,156
+$122,799 QoQ
Shares Held
4,938
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,531
of 3,563 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $7,656,248 across 3 Credit Services names. MA ranks #2 (33.1% of the industry book) .
All Filings in MA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,536,156 | 4,938 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,413,357 | 4,830 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,848,690 | 4,990 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,890,123 | 5,081 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,240,145 | 5,766 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,646,871 | 4,829 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,508,535 | 6,663 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,066,991 | 6,211 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,628,871 | 5,959 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,075,305 | 6,386 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,584,223 | 6,059 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||