Position in MA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,016,928
+$5,617 QoQ
Shares Held
1,980
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,043
of 3,563 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $14,819,405 across 5 Credit Services names. MA ranks #3 (6.9% 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 | $1,016,928 | 1,980 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,011,311 | 2,024 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $602,278 | 1,055 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $594,406 | 1,045 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $613,076 | 1,091 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $585,940 | 1,069 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $585,545 | 1,112 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $549,105 | 1,112 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $423,513 | 960 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $383,811 | 797 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||