Position in BOH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$576,052
+$141,467 QoQ
Shares Held
7,069
+20.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 343 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $56,716,362 across 26 Banks - Regional names. BOH ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
475,933 | $28,746,353 | |
| 2 | INDB |
Independent Bank Corp
|
80,524 | $6,741,469 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
335,922 | $5,955,896 | |
| 4 | WASH |
Washington Trust Bancorp Inc
|
94,221 | $3,437,182 | |
| 5 | FITB |
Fifth Third Bancorp
|
31,646 | $1,783,884 | |
| 6 | EBC |
Eastern Bankshares, Inc.
|
63,489 | $1,411,995 | |
| 7 | MTB |
M&T Bank Corp
|
4,865 | $1,157,918 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,099 | $763,035 |
All Filings in BOH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,052 | 7,069 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $434,585 | 5,853 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $365,506 | 5,346 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $250,744 | 3,820 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $228,251 | 3,380 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $235,325 | 3,412 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $235,519 | 3,306 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $206,952 | 3,297 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $227,017 | 3,133 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $230,818 | 2,976 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $239,778 | 3,150 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $232,425 | 3,124 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $243,116 | 2,897 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $240,558 | 2,872 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $234,020 | 2,848 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $237,753 | 2,823 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $250,750 | 2,802 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $213,156 | 2,782 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||