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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
475,933
Value
$28.7M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of USB by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026475,933$28.7M0.4%−7,924−1.6%ReducedHolders
Q1 2026483,857$25.2M0.4%+51,817+12.0%AddedHolders
Q4 2025432,040$23.1M0.4%+424,365+5,529.2%AddedHolders
Q3 20257,675$370.9K<0.1%+654+9.3%AddedHolders
Q2 20257,021$317.7K<0.1%+237+3.5%AddedHolders
Q1 20256,784$286.4K<0.1%+649+10.6%AddedHolders
Q4 20246,135$293.4K<0.1%−564−8.4%ReducedHolders
Q3 20246,699$306.4K<0.1%−12−0.2%ReducedHolders
Q2 20246,711$266.4K<0.1%−167−2.4%ReducedHolders
Q1 20246,878$307.4K<0.1%+201+3.0%AddedHolders
Q4 20236,677$289.0K<0.1%−799−10.7%ReducedHolders
Q3 20237,476$247.2K<0.1%+7,476NewHolders
Q2 20230$00.0%−17,692−100.0%Sold outHolders
Q1 202317,692$637.8K<0.1%−8,133−31.5%ReducedHolders
Q4 202225,825$1.13M<0.1%−599−2.3%ReducedHolders
Q3 202226,424$1.06M<0.1%+72+0.3%AddedHolders
Q2 202226,352$1.21M<0.1%+1,739+7.1%AddedHolders
Q1 202224,613$1.31M<0.1%+74+0.3%AddedHolders
Q4 202124,539$1.38M<0.1%+567+2.4%AddedHolders
Q3 202123,972$1.43M<0.1%00.0%UnchangedHolders
Q2 202123,972$1.37M<0.1%−200−0.8%ReducedHolders
Q1 202124,172$1.34M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.