Position in MA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$860,280
+$300,661 QoQ
Shares Held
1,675
+49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,159
of 3,555 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Legacy Trust holds $30,875,226 across 5 Credit Services names. MA ranks #5 (2.8% 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 | $860,280 | 1,675 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $559,619 | 1,120 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $642,240 | 1,125 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $639,911 | 1,125 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $733,331 | 1,305 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $737,221 | 1,345 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $750,362 | 1,425 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $813,288 | 1,647 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $746,442 | 1,692 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $785,440 | 1,631 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $676,871 | 1,587 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $816,366 | 2,062 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $812,164 | 2,065 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $754,802 | 2,077 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $753,530 | 2,167 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||