Crewe Advisors LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1730033
SALT LAKE CITY, UT
Position in PNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$146,500
+$28,305 QoQ
Shares Held
595
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,756
of 2,021 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026Crewe Advisors LLC holds $980,262 across 18 Banks - Regional names. PNC ranks #3 (14.9% 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.
This page
|
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 PNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,500 | 595 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $118,195 | 568 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $116,471 | 558 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $110,712 | 551 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $106,259 | 570 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $96,849 | 551 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $115,324 | 598 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $162,298 | 878 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $138,066 | 888 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $143,662 | 889 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $99,626 | 791 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $152,138 | 1,197 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $204,848 | 1,297 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $173,476 | 1,161 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $177,649 | 1,126 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $163,053 | 884 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $164,225 | 819 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $153,773 | 786 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $149,937 | 786 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $137,872 | 786 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $117,114 | 786 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $90,016 | 819 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $82,695 | 786 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $75,235 | 786 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||