Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,840
+$45,360 QoQ
Shares Held
201
+1575.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#947
of 1,144 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $980,262 across 18 Banks - Regional names. MTB ranks #5 (4.9% 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
This page
|
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 MTB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,840 | 201 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,480 | 12 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,417 | 12 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,371 | 12 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $13,002 | 73 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,049 | 73 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $16,871 | 116 | Shares | Sole | 2024-05-14 | |
| 2022-09-30 | $3,526 | 20 | Shares | Sole | 2022-11-14 | |
| 2020-09-30 | $8,288 | 90 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||