Position in MA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$466,862
+$12,672 QoQ
Shares Held
909
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,631
of 3,560 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $7,662,563 across 5 Credit Services names. MA ranks #4 (6.1% of the industry book) .
All Filings in MA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,862 | 909 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $454,190 | 909 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $518,929 | 909 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $542,075 | 953 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $535,528 | 953 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $601,287 | 1,097 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $501,821 | 953 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||