Position in MA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$40,865,097
-$1,049,381 QoQ
Shares Held
79,566
-5.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#477
of 3,560 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $149,420,351 across 5 Credit Services names. MA ranks #2 (27.3% 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 | $40,865,097 | 79,566 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $41,914,478 | 83,886 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,602,439 | 85,136 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $49,100,816 | 86,322 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $48,593,761 | 86,475 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $48,606,733 | 88,679 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $47,952,623 | 91,066 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $44,963,452 | 91,056 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $40,934,794 | 92,789 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $46,832,682 | 97,250 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $42,581,905 | 99,838 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||