Position in WF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$436,527
+$139,292 QoQ
Shares Held
7,605
+70.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 200 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $56,716,362 across 26 Banks - Regional names. WF ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
475,933 | $28,746,353 | |
| 2 | INDB |
Independent Bank Corp
|
80,524 | $6,741,469 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
335,922 | $5,955,896 | |
| 4 | WASH |
Washington Trust Bancorp Inc
|
94,221 | $3,437,182 | |
| 5 | FITB |
Fifth Third Bancorp
|
31,646 | $1,783,884 | |
| 6 | EBC |
Eastern Bankshares, Inc.
|
63,489 | $1,411,995 | |
| 7 | MTB |
M&T Bank Corp
|
4,865 | $1,157,918 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,099 | $763,035 |
All Filings in WF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,527 | 7,605 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $297,235 | 4,463 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $209,527 | 3,564 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||