Position in WBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$28,111,707
+$3,134,253 QoQ
Shares Held
367,858
+2.2% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 536 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. WBS ranks #28 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp \De\
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,111,707 | 367,858 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $24,977,454 | 359,802 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $73,725,964 | 1,171,369 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $48,456,973 | 815,225 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $48,458,536 | 887,519 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $48,763,927 | 945,954 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $53,917,635 | 976,415 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $48,211,146 | 1,034,352 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $50,262,887 | 1,153,083 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $64,018,277 | 1,260,947 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $62,914,786 | 1,239,456 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $93,520,650 | 2,320,036 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $88,817,670 | 2,352,786 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $93,587,178 | 2,374,104 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $114,897,445 | 2,427,069 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $112,424,648 | 2,487,271 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $105,109,159 | 2,493,693 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $114,185,904 | 2,034,674 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,189,114 | 307,828 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $25,069,353 | 460,326 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $24,509,996 | 459,505 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $22,531,116 | 408,839 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $15,027,149 | 356,516 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $6,903,864 | 261,411 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $7,960,159 | 278,230 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $6,228,937 | 272,006 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||