Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,662
+$26,989 QoQ
Shares Held
607
+226.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,860
of 2,047 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB 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. USB ranks #7 (3.7% 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
This page
|
607 | $36,662 | |
| 8 | TFC |
Truist Financial Corp
|
471 | $23,465 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,662 | 607 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,673 | 186 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,654 | 31 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $14,499 | 300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,561 | 366 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,999 | 450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $21,523 | 450 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $44,952 | 983 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,444 | 918 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $39,470 | 883 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $46,713 | 1,413 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $46,718 | 1,414 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $75,416 | 2,092 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $91,232 | 2,092 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $64,310 | 1,595 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66,360 | 1,442 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $63,354 | 1,192 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $56,731 | 1,010 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $6,893 | 121 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,692 | 121 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $5,637 | 121 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,337 | 121 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $8,652 | 235 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $8,095 | 235 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||