Position in WBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,879,658
+$36,076 QoQ
Shares Held
37,682
-8.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#185
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, 2026Janney Montgomery Scott LLC holds $409,102,260 across 87 Banks - Regional names. WBS ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp \De\
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,879,658 | 37,682 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,843,582 | 40,962 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,721,903 | 43,246 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,435,970 | 40,982 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,184,382 | 40,007 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,164,790 | 41,994 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,038,501 | 36,916 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,695,578 | 36,378 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,510,044 | 34,642 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,820,206 | 35,852 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,679,496 | 33,087 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,293,910 | 32,099 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,715,473 | 45,443 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,671,526 | 42,403 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,807,062 | 38,172 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,331,953 | 29,468 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,265,343 | 30,020 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,770,473 | 31,548 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,685,474 | 30,184 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,029,397 | 37,264 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,000,303 | 37,501 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,768,314 | 32,087 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,446,630 | 34,321 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $803,814 | 30,436 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $882,818 | 30,857 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $709,625 | 30,988 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||