Position in MA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$484,838
+$67,622 QoQ
Shares Held
944
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,613
of 3,563 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $12,453,075 across 4 Credit Services names. MA ranks #2 (3.9% of the industry book) .
All Filings in MA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,838 | 944 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,216 | 835 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $383,060 | 671 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $381,671 | 671 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $373,128 | 664 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $282,281 | 515 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $270,656 | 514 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $261,714 | 530 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,609 | 525 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $345,767 | 718 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $231,594 | 543 | Shares | Sole | 2024-01-30 | |
| 2020-12-31 | $200,957 | 563 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $260,728 | 771 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $220,296 | 745 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||