Position in MA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,434,464
+$38,595 QoQ
Shares Held
4,740
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,550
of 3,555 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, 2026TOWER TRUST & INVESTMENT Co holds $2,999,414 across 3 Credit Services names. MA ranks #1 (81.2% 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 | $2,434,464 | 4,740 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,395,869 | 4,795 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,761,917 | 4,838 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,704,122 | 4,754 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,694,502 | 4,795 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,577,808 | 4,703 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||