Crewe Advisors LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1730033
SALT LAKE CITY, UT
Position in ZION
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$325,262
+$54,564 QoQ
Shares Held
4,701
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#379
of 599 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION 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. ZION ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
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 ZION
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,262 | 4,701 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $270,698 | 4,698 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $237,145 | 4,051 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $229,205 | 4,051 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $205,163 | 3,950 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $196,947 | 3,950 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $214,287 | 3,950 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $186,519 | 3,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $137,179 | 3,163 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $153,202 | 3,530 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $189,254 | 4,314 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $122,882 | 3,522 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $94,762 | 3,528 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $97,661 | 3,263 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $155,493 | 3,163 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $162,395 | 3,193 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $160,996 | 3,163 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $207,366 | 3,163 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $199,775 | 3,163 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $195,758 | 3,163 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $167,196 | 3,163 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $173,838 | 3,163 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $137,400 | 3,163 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $62,443 | 2,137 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $68,000 | 2,000 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $53,520 | 2,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||