Position in WBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$282,754
+$25,900 QoQ
Shares Held
3,700
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
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, 2026Douglass Winthrop Advisors, LLC holds $1,973,242 across 5 Banks - Regional names. WBS ranks #3 (14.3% of the industry book) .
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,754 | 3,700 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $256,854 | 3,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $232,878 | 3,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $457,688 | 7,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $502,320 | 9,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $525,810 | 10,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $563,244 | 10,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $480,083 | 10,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $448,977 | 10,300 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $573,701 | 11,300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $573,588 | 11,300 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $455,503 | 11,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $464,325 | 12,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $528,228 | 13,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $227,232 | 4,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $216,960 | 4,800 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $413,070 | 9,800 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $549,976 | 9,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $547,232 | 9,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $533,708 | 9,800 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,002,792 | 18,800 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,036,068 | 18,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $792,420 | 18,800 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $496,508 | 18,800 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $547,767 | 19,146 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $430,520 | 18,800 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||