Position in MA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$34,116,393
+$961,954 QoQ
Shares Held
66,426
+0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#512
of 3,563 holders
Holding Since
Mar 2020
26 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $41,157,272 across 6 Credit Services names. MA ranks #1 (82.9% of the industry book) .
All Filings in MA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,116,393 | 66,426 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $33,154,439 | 66,354 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $38,281,500 | 67,057 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $37,773,534 | 66,408 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,673,581 | 67,042 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $37,004,129 | 67,511 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $35,658,793 | 67,719 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $33,846,533 | 68,543 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $30,520,772 | 69,183 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $33,243,740 | 69,032 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $29,725,614 | 69,695 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $27,604,824 | 69,725 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $27,650,169 | 70,303 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $25,855,531 | 71,147 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $24,720,821 | 71,092 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $20,004,740 | 70,355 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $22,241,655 | 70,501 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $25,497,990 | 71,347 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $25,302,236 | 70,417 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $24,622,697 | 70,820 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $25,883,785 | 70,897 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $25,533,413 | 71,713 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $26,102,665 | 73,129 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $24,975,207 | 73,854 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $21,924,085 | 74,143 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $18,157,340 | 75,167 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||