Position in BY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,647
+$38,915 QoQ
Shares Held
6,390
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 206 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $81,859,682 across 40 Banks - Regional names. BY ranks #34 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
44,994 | $11,078,422 | |
| 2 | USB |
US Bancorp De
|
181,168 | $10,942,547 | |
| 3 | TFC |
Truist Financial Corp
|
207,531 | $10,339,194 | |
| 4 | MTB |
M&T Bank Corp
|
43,054 | $10,247,282 | |
| 5 | UCB |
United Community Banks Inc
|
241,611 | $8,478,129 | |
| 6 | OVLY |
Oak Valley Bancorp
|
140,282 | $4,734,517 | |
| 7 | HOPE |
Hope Bancorp Inc
|
181,841 | $2,487,584 | |
| 8 | JMSB |
John Marshall Bancorp, Inc.
|
104,494 | $2,277,969 |
All Filings in BY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,647 | 6,390 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $201,732 | 6,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,779,977 | 95,368 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $1,444,348 | 53,954 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,281,057 | 53,962 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,162,410 | 53,518 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,260,884 | 53,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,054,839 | 53,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $968,140 | 53,518 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,157,059 | 53,518 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,229,308 | 53,518 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,083,739 | 53,518 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,274,180 | 53,537 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,428,367 | 53,537 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,464,236 | 53,537 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,315,949 | 53,581 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,211,112 | 53,518 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,131,905 | 53,518 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $826,853 | 53,518 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $603,683 | 53,518 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $701,085 | 53,518 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $554,981 | 53,518 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||