Position in V
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,128,273
+$916,447 QoQ
Shares Held
17,862
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,524
of 4,498 holders
Holding Since
Mar 2020
20 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, 2026Crewe Advisors LLC holds $10,197,274 across 10 Credit Services names. V ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
17,862 | $6,128,273 | |
| 2 | AXP |
American Express Co
|
5,708 | $1,930,731 | |
| 3 | MA |
Mastercard Inc
|
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 V
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,128,273 | 17,862 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,211,826 | 17,244 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,012,221 | 17,143 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,821,894 | 17,054 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $5,056,222 | 19,264 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,260,099 | 18,848 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $4,195,796 | 17,668 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,902,712 | 17,310 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,612,946 | 17,390 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,159,505 | 17,785 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,493,419 | 17,743 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,551,203 | 16,013 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,298,976 | 15,223 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,381,122 | 15,179 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,550,790 | 15,186 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,218,296 | 15,200 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $3,322,071 | 15,188 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,033,344 | 15,169 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,878,039 | 14,899 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,365,563 | 14,682 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||