Position in EWSB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$0
-$10,000 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EWSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Winch Advisory Services, LLC holds $312,489 across 10 Banks - Regional names. EWSB ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
515 | $85,175 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
4,048 | $71,771 | |
| 3 | TFC |
Truist Financial Corp
|
728 | $36,268 | |
| 4 | BCML |
BayCom Corp
|
1,066 | $35,071 | |
| 5 | USB |
US Bancorp \De\
|
570 | $34,428 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
139 | $34,224 | |
| 7 | NU |
Nu Holdings Ltd.
|
600 | $8,016 | |
| 8 | NWG |
NatWest Group plc
|
335 | $5,906 |
All Filings in EWSB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 1,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,000 | 1,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,040 | 1,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,850 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,450 | 1,000 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||