Position in V
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$109,644,016
+$11,614,286 QoQ
Shares Held
319,578
-1.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#365
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V 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. V ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
319,578 | $109,644,016 | |
| 2 | MA |
Mastercard Inc
|
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 V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,644,016 | 319,578 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $98,029,730 | 324,344 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $111,824,584 | 318,852 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $114,312,458 | 334,854 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $121,943,342 | 343,454 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $120,532,655 | 343,927 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $108,596,084 | 343,615 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $94,147,553 | 342,417 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $89,940,594 | 342,670 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $94,571,281 | 338,868 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $87,398,973 | 335,698 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $76,523,636 | 332,697 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $79,082,502 | 333,007 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $78,092,805 | 346,371 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $76,761,087 | 369,470 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $70,265,193 | 395,526 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $77,571,903 | 393,986 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $84,940,349 | 383,011 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $82,571,927 | 381,025 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $87,734,542 | 393,870 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $91,135,086 | 389,766 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $81,751,493 | 386,112 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $82,493,144 | 377,146 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $76,148,576 | 380,800 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $73,211,623 | 379,001 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $58,406,805 | 362,505 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||