Position in TFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,465
+$15,743 QoQ
Shares Held
471
+180.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,529
of 1,678 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC 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. TFC ranks #8 (2.4% 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
This page
|
471 | $23,465 |
All Filings in TFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,465 | 471 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,722 | 168 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $344 | 7 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $15,476 | 360 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,591 | 306 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,274 | 306 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $29,340 | 686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $26,651 | 686 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $26,740 | 686 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $25,949 | 855 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $95,582 | 2,803 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $116,396 | 2,705 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $68,401 | 1,571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,824 | 1,430 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $48,818 | 861 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $28,865 | 493 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $28,914 | 493 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $16,983 | 306 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $17,845 | 306 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $14,666 | 306 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $12,290 | 323 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $11,490 | 306 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $9,437 | 306 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||