Position in WBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$384,851
+$35,252 QoQ
Shares Held
5,036
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#333
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, 2026Sky Investment Group LLC holds $17,536,805 across 5 Banks - Regional names. WBS ranks #4 (2.2% of the industry book) .
All Filings in WBS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,851 | 5,036 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $349,599 | 5,036 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $316,965 | 5,036 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $308,255 | 5,186 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $283,155 | 5,186 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $267,338 | 5,186 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $286,370 | 5,186 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $241,719 | 5,186 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $226,057 | 5,186 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $263,293 | 5,186 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $288,621 | 5,686 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $229,202 | 5,686 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $214,646 | 5,686 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $224,142 | 5,686 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $283,377 | 5,986 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $275,087 | 6,086 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $256,524 | 6,086 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $341,546 | 6,086 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $339,842 | 6,086 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $331,443 | 6,086 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $324,627 | 6,086 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $335,399 | 6,086 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $404,049 | 9,586 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $287,499 | 10,886 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $267,102 | 9,336 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $213,794 | 9,336 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||