Position in WBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$382
+$35 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#528
of 536 holders
Holding Since
Mar 2026
2 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, 2026GHP Investment Advisors, Inc. holds $37,859,058 across 63 Banks - Regional names. WBS ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
49,629 | $7,085,035 | |
| 2 | USB |
US Bancorp \De\
|
94,709 | $5,720,423 | |
| 3 | RF |
Regions Financial Corp
|
159,142 | $4,806,088 | |
| 4 | FNB |
Fnb Corp/Pa/
|
251,173 | $4,792,380 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
210,712 | $3,735,923 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
14,161 | $3,486,721 | |
| 7 | INDB |
Independent Bank Corp
|
36,112 | $3,023,296 | |
| 8 | TFC |
Truist Financial Corp
|
48,159 | $2,399,281 |
All Filings in WBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382 | 5 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $347 | 5 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||