Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,928,568
+$209,738 QoQ
Shares Held
3,755
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,652
of 3,555 holders
Holding Since
Mar 2020
20 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, 2026Crewe Advisors LLC holds $10,197,274 across 10 Credit Services names. MA ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
17,862 | $6,128,273 | |
| 2 | AXP |
American Express Co
|
5,708 | $1,930,731 | |
| 3 | MA |
Mastercard Inc
This page
|
3,755 | $1,928,568 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
3,105 | $134,073 | |
| 5 | COF |
Capital One Financial Corp
|
155 | $31,096 | |
| 6 | SYF |
Synchrony Financial
|
270 | $20,533 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
137 | $8,352 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
450 | $8,068 |
All Filings in MA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,928,568 | 3,755 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,718,830 | 3,440 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,937,566 | 3,394 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,206,982 | 3,880 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $1,285,099 | 2,913 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,310,833 | 2,722 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $671,363 | 1,707 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $514,225 | 1,415 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $387,371 | 1,114 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $395,801 | 1,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $390,879 | 1,239 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $214,785 | 601 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $208,764 | 581 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $206,869 | 595 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $217,228 | 595 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $216,834 | 609 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $209,523 | 587 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $178,215 | 527 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $122,715 | 415 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $102,663 | 425 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||