Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$722,121
+$37,088 QoQ
Shares Held
1,406
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#2,303
of 3,560 holders
Holding Since
Mar 2025
6 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, 2026OneAscent Investment Solutions LLC holds $1,898,429 across 3 Credit Services names. MA ranks #2 (38.0% of the industry book) .
All Filings in MA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,121 | 1,406 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $685,033 | 1,371 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $782,676 | 1,371 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $779,838 | 1,371 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $593,408 | 1,056 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $574,977 | 1,049 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||