Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,799,060
+$728,421 QoQ
Shares Held
19,999
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#927
of 2,617 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $149,063,413 across 13 Banks - Diversified names. C ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
274,922 | $89,990,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
817,324 | $46,571,121 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
55,249 | $4,565,777 | |
| 4 | C |
Citigroup Inc
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|
19,999 | $2,799,060 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,119 | $1,029,478 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,285 | $952,775 | |
| 7 | TD |
Toronto Dominion Bank
|
7,624 | $925,782 | |
| 8 | RY |
Royal Bank Of Canada
|
2,529 | $523,427 |
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,799,060 | 19,999 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,070,639 | 18,258 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,550,343 | 13,286 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,010,737 | 9,958 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $917,593 | 10,780 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $767,969 | 10,818 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $666,804 | 9,473 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $598,330 | 9,558 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $592,526 | 9,337 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $427,249 | 6,756 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $302,518 | 5,881 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $243,736 | 5,926 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||