Position in MA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$645,081
+$48,488 QoQ
Shares Held
1,256
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,390
of 3,563 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Exchange Bank holds $2,546,846 across 4 Credit Services names. MA ranks #3 (25.3% of the industry book) .
All Filings in MA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,081 | 1,256 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $596,593 | 1,194 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $697,044 | 1,221 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $679,158 | 1,194 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $670,955 | 1,194 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $658,839 | 1,202 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $652,419 | 1,239 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $592,559 | 1,200 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $531,156 | 1,204 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $586,070 | 1,217 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $521,194 | 1,222 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $522,204 | 1,319 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $518,761 | 1,319 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||