Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$52,173,541
+$3,373,249 QoQ
Shares Held
101,584
+4.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#421
of 3,560 holders
Holding Since
Dec 2022
15 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, 2026Vest Financial, LLC holds $309,177,634 across 6 Credit Services names. MA ranks #4 (16.9% of the industry book) .
All Filings in MA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,173,541 | 101,584 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $48,800,292 | 97,667 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $36,868,571 | 64,582 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $32,009,213 | 56,274 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $17,881,492 | 31,821 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,034,382 | 27,429 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $35,128,537 | 66,712 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $29,090,745 | 58,912 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $22,020,501 | 49,915 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $18,453,761 | 38,320 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $13,011,114 | 30,506 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,815,727 | 22,267 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,455,464 | 13,871 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,402,762 | 3,860 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $381,459 | 1,097 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||