Position in MA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,189,824
+$276,570 QoQ
Shares Held
19,840
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#880
of 3,555 holders
Holding Since
Dec 2023
7 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, 2026Morningstar Investment Management LLC holds $35,364,603 across 5 Credit Services names. MA ranks #2 (28.8% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,189,824 | 19,840 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,913,254 | 19,840 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,581,235 | 23,790 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,624,705 | 23,953 | Shares | Sole | 2025-11-17 | |
| 2024-06-30 | $860,703 | 1,951 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $939,543 | 1,951 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $832,121 | 1,951 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||