Position in MA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,471,798
-$52,697 QoQ
Shares Held
115,794
-2.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
#395
of 3,563 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $125,083,374 across 4 Credit Services names. MA ranks #1 (47.5% of the industry book) .
All Filings in MA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,471,798 | 115,794 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $59,524,495 | 119,130 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $68,308,075 | 119,654 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $68,076,887 | 119,683 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $65,362,613 | 116,316 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $63,755,674 | 116,317 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,152,767 | 112,336 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,910,231 | 105,124 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $43,048,392 | 97,580 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $44,664,172 | 92,747 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||