Position in WBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$399,141
+$36,561 QoQ
Shares Held
5,223
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 536 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $11,189,303 across 30 Banks - Regional names. WBS ranks #12 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
11,162 | $705,996 | |
| 2 | HDB |
Hdfc Bank Ltd
|
25,482 | $658,200 | |
| 3 | USB |
US Bancorp \De\
|
10,033 | $605,993 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
61,989 | $593,854 | |
| 5 | EWBC |
East West Bancorp Inc
|
4,455 | $575,095 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,170 | $534,297 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,933 | $497,641 | |
| 8 | KB |
KB Financial Group Inc.
|
4,184 | $439,152 |
All Filings in WBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,141 | 5,223 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $362,580 | 5,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348,939 | 5,544 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $354,619 | 5,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $335,244 | 6,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $324,301 | 6,291 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $357,273 | 6,470 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $316,015 | 6,780 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $313,586 | 7,194 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $386,055 | 7,604 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $389,075 | 7,665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $331,952 | 8,235 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $329,972 | 8,741 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $344,570 | 8,741 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $426,249 | 9,004 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $430,710 | 9,529 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $401,647 | 9,529 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $534,767 | 9,529 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $268,087 | 4,801 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $274,315 | 5,037 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $268,673 | 5,037 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $277,589 | 5,037 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $212,309 | 5,037 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $804,052 | 30,445 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||