Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overview All 13F holders of CFG Full Q2 2026 holdings

Shares (Q2 2026): 5,642
Value: $395.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2023

Holdings of CFG by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,642	$395.3K	<0.1%	+1,599+39.5%	Added	Holders
Q1 2026	4,043	$242.4K	<0.1%	+4,043	New	Holders
Q2 2023	0	$0	0.0%	−13,060−100.0%	Sold out	Holders
Q1 2023	13,060	$396.6K	<0.1%	+13,060	New	Holders