Position in WAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,562
+$1,115 QoQ
Shares Held
92
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#432
of 493 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAL 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. WAL ranks #14 (0.8% 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
|
471 | $23,465 |
All Filings in WAL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,562 | 92 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,447 | 91 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,389 | 76 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,590 | 76 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,926 | 76 | Shares | Sole | 2025-07-30 | |
| 2024-03-31 | $3,016 | 47 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,092 | 47 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $364 | 10 | Shares | Sole | 2023-07-28 | |
| 2022-09-30 | $3,352 | 51 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,600 | 51 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||