Position in WU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,727
+$633 QoQ
Shares Held
614
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 479 holders
Holding Since
Jun 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU 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. WU ranks #9 (0.0% 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
|
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 WU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,727 | 614 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,094 | 469 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $670 | 72 | Shares | Sole | 2026-01-16 | |
| 2022-09-30 | $3,604 | 267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,397 | 267 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||