Crewe Advisors LLC

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1730033 SALT LAKE CITY, UT

Position in CFG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$39,169

+$6,966 QoQ

Shares Held

559

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#913

of 1,095 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crewe Advisors LLC holds $980,262 across 18 Banks - Regional names. CFG ranks #6 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	559	$39,169
7	USB	US Bancorp De	607	$36,662
8	TFC	Truist Financial Corp	471	$23,465

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,169	559	+4.1%	Shares	Sole	2026-07-24
2026-03-31	$32,203	537	+2.3%	Shares	Sole	2026-05-07
2025-12-31	$30,665	525	0.0%	Shares	Sole	2026-01-16
2025-09-30	$27,909	525	+228.1%	Shares	Sole	2025-11-13
2025-03-31	$6,555	160	0.0%	Shares	Sole	2025-04-23
2024-12-31	$7,001	160	-6.4%	Shares	Sole	2025-01-27
2024-09-30	$7,022	171	0.0%	Shares	Sole	2024-11-12
2024-06-30	$6,161	171	0.0%	Shares	Sole	2024-07-29
2024-03-31	$6,205	171	-14.5%	Shares	Sole	2024-05-14
2022-12-31	$7,874	200	-2.4%	Shares	Sole	2023-02-08
2022-09-30	$7,043	205	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$7,138	200	+440.5%	Shares	Sole	2022-08-02
2021-06-30	$1,697	37	-86.4%	Shares	Sole	2021-08-11
2021-03-31	$12,008	272	0.0%	Shares	Sole	2021-04-21
2020-12-31	$9,726	272	-51.1%	Shares	Sole	2021-01-27
2020-09-30	$14,055	556	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.