Position in CCB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,092
New position
Shares Held
27
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 193 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $980,262 across 18 Banks - Regional names. CCB ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
4,701 | $325,262 | |
| 2 | FFIN |
First Financial Bankshares Inc
|
4,845 | $167,637 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
595 | $146,500 | |
| 4 | NEWT |
NewtekOne, Inc.
|
6,000 | $88,860 | |
| 5 | MTB |
M&T Bank Corp
|
201 | $47,840 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
559 | $39,169 | |
| 7 | USB |
US Bancorp De
|
607 | $36,662 | |
| 8 | TFC |
Truist Financial Corp
|
471 | $23,465 |
All Filings in CCB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092 | 27 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||