Position in MA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,985,042
+$67,528 QoQ
Shares Held
5,812
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,444
of 3,560 holders
Holding Since
Mar 2020
26 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, 2026Security National Bank holds $18,191,582 across 5 Credit Services names. MA ranks #2 (16.4% of the industry book) .
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,985,042 | 5,812 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $2,917,514 | 5,839 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $3,391,026 | 5,940 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,983,976 | 5,246 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,512,433 | 4,471 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $2,450,643 | 4,471 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $2,404,318 | 4,566 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $2,254,690 | 4,566 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $2,014,335 | 4,566 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,198,848 | 4,566 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $1,947,444 | 4,566 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,778,823 | 4,493 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,767,096 | 4,493 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,632,801 | 4,493 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,562,350 | 4,493 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,277,539 | 4,493 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,419,660 | 4,500 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,608,210 | 4,500 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,674,431 | 4,660 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,707,108 | 4,910 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,062,411 | 2,910 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,231,933 | 3,460 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,235,012 | 3,460 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,170,068 | 3,460 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,023,122 | 3,460 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $859,953 | 3,560 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||