Crestwood Advisors Group, LLC

Position in USB — US Bancorp \De\

CIK 1426853 BOSTON, MA

Position in USB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$25,165,402

+$2,111,748 QoQ

Shares Held

483,857

+12.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Crestwood Advisors Group, LLC holds $47,038,877 across 21 Banks - Regional names. USB ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\ This page	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.	2,480	$516,063

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,165,402	483,857	+12.0%	Shares	Sole	2026-05-05
2025-12-31	$23,053,654	432,040	+5529.2%	Shares	Sole	2026-02-03
2025-09-30	$370,932	7,675	+9.3%	Shares	Sole	2025-11-07
2025-06-30	$317,700	7,021	+3.5%	Shares	Sole	2025-08-05
2025-03-31	$286,420	6,784	+10.6%	Shares	Sole	2025-05-05
2024-12-31	$293,437	6,135	-8.4%	Shares	Sole	2025-02-04
2024-09-30	$306,345	6,699	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$266,426	6,711	-2.4%	Shares	Sole	2024-08-01
2024-03-31	$307,446	6,878	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$288,980	6,677	-10.7%	Shares	Sole	2024-02-13
2023-09-30	$247,156	7,476	-57.7%	Shares	Sole	2023-11-15
2023-03-31	$637,796	17,692	-31.5%	Shares	Sole	2023-05-12
2022-12-31	$1,126,228	25,825	-2.3%	Shares	Sole	2023-02-14
2022-09-30	$1,065,415	26,424	+0.3%	Shares	Sole	2022-10-26
2022-06-30	$1,212,719	26,352	+7.1%	Shares	Sole	2022-07-07
2022-03-31	$1,308,180	24,613	+0.3%	Shares	Sole	2022-04-12
2021-12-31	$1,378,355	24,539	+2.4%	Shares	Sole	2022-02-15
2021-09-30	$1,424,895	23,972	0.0%	Shares	Sole	2021-11-03
2021-06-30	$1,365,684	23,972	-0.8%	Shares	Sole	2021-08-13
2021-03-31	$1,336,953	24,172	+0.6%	Shares	Sole	2021-04-21
2020-12-31	$1,119,837	24,036	+3.3%	Shares	Sole	2021-02-09
2020-09-30	$833,871	23,260	-1.4%	Shares	Sole	2020-10-06
2020-06-30	$868,326	23,583	+1.4%	Shares	Sole	2020-08-14
2020-03-31	$801,307	23,260	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.