Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$865,416
+$28,986 QoQ
Shares Held
1,685
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,160
of 3,563 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, 2026Carr Financial Group Corp holds $2,862,008 across 4 Credit Services names. MA ranks #2 (30.2% 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 | $865,416 | 1,685 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $836,430 | 1,674 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $951,086 | 1,666 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $964,132 | 1,695 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $929,448 | 1,654 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $879,732 | 1,605 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,255,869 | 2,385 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,159,936 | 2,349 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,035,402 | 2,347 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,111,463 | 2,308 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $984,385 | 2,308 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $719,368 | 1,817 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $714,626 | 1,817 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $660,315 | 1,817 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $631,825 | 1,817 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||