Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,302,940
+$543,499 QoQ
Shares Held
8,378
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,259
of 3,575 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $14,263,592 across 4 Credit Services names. MA ranks #2 (30.2% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,302,940 | 8,378 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,759,441 | 7,524 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,050,393 | 7,095 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,402,557 | 9,498 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,193,900 | 16,361 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,610,924 | 2,939 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,322,086 | 8,208 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,977,559 | 8,055 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,201,498 | 7,257 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,056,785 | 4,271 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,600,004 | 6,096 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $883,671 | 2,232 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $896,724 | 2,280 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $509,137 | 1,401 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $451,701 | 1,299 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $375,897 | 1,322 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $423,374 | 1,342 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $517,128 | 1,447 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $416,811 | 1,160 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $270,842 | 779 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $550,555 | 1,508 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,061,029 | 2,980 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,363,088 | 9,422 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,996,862 | 8,862 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,411,137 | 8,154 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,408,777 | 5,832 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||