Crestwood Advisors Group, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1426853
BOSTON, MA
Position in PNC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$516,063
+$86,497 QoQ
Shares Held
2,480
+20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $47,038,877 across 21 Banks - Regional names. PNC ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
483,857 | $25,165,402 | |
| 2 | INDB |
Independent Bank Corp
|
80,608 | $6,062,527 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
340,481 | $5,328,526 | |
| 4 | WASH |
Washington Trust Bancorp Inc
|
94,221 | $3,152,634 | |
| 5 | FITB |
Fifth Third Bancorp
|
30,045 | $1,395,889 | |
| 6 | EBC |
Eastern Bankshares, Inc.
|
63,465 | $1,241,375 | |
| 7 | MTB |
M&T Bank Corp
|
3,803 | $786,156 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,480 | $516,063 |
All Filings in PNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,063 | 2,480 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $429,566 | 2,058 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $268,040 | 1,334 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $207,112 | 1,111 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $208,990 | 1,189 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||