Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$42,430,550
+$6,760,822 QoQ
Shares Held
82,614
+15.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#470
of 3,560 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, 2026Crestwood Advisors Group, LLC holds $159,164,539 across 7 Credit Services names. MA ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
319,578 | $109,644,016 | |
| 2 | MA |
Mastercard Inc
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|
82,614 | $42,430,550 | |
| 3 | AXP |
American Express Co
|
13,333 | $4,509,887 | |
| 4 | COF |
Capital One Financial Corp
|
6,243 | $1,252,470 | |
| 5 | SYF |
Synchrony Financial
|
8,677 | $659,885 | |
| 6 | ALLY |
Ally Financial Inc.
|
7,528 | $345,911 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
7,453 | $321,820 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,430,550 | 82,614 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $35,669,728 | 71,388 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $42,106,396 | 73,757 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $42,638,566 | 74,961 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $41,375,080 | 73,629 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $34,024,000 | 62,074 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $30,528,422 | 57,976 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,955,609 | 52,563 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,548,137 | 14,843 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,176,356 | 14,902 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,766,415 | 13,520 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,395,461 | 13,628 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,250,948 | 13,351 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,937,860 | 19,091 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,501,998 | 24,450 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,654,124 | 23,402 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,335,297 | 26,421 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $9,491,655 | 26,559 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $10,062,037 | 28,003 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,458,286 | 27,204 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $13,048,681 | 35,741 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,870,139 | 36,147 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $12,752,395 | 35,727 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $12,105,133 | 35,796 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $10,558,855 | 35,708 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,087,670 | 33,481 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||