Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,238,185
-$226,915 QoQ
Shares Held
12,146
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#1,089
of 3,563 holders
Holding Since
Dec 2020
23 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, 2026Kesler, Norman & Wride, LLC holds $12,100,522 across 3 Credit Services names. MA ranks #1 (51.6% of the industry book) .
All Filings in MA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,238,185 | 12,146 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,465,100 | 12,939 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,402,600 | 12,967 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,120,932 | 12,519 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,912,423 | 12,301 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,668,427 | 12,166 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,592,129 | 12,519 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,160,648 | 12,476 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,362,409 | 14,422 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,008,288 | 14,553 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,217,070 | 12,232 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,914,826 | 12,414 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,879,673 | 12,407 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,408,890 | 12,132 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,992,983 | 11,483 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,480,605 | 12,241 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,762,414 | 11,926 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,128,453 | 11,552 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,004,262 | 11,144 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,680,888 | 10,587 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,780,872 | 10,356 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,534,152 | 9,926 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,463,388 | 9,703 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||