Position in WBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,869,546
+$800,850 QoQ
Shares Held
89,892
+2.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 536 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. WBS ranks #24 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in WBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,869,546 | 89,892 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,068,696 | 87,420 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,912,898 | 93,945 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,373,316 | 90,399 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,186,618 | 76,678 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,974,659 | 77,103 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,873,959 | 70,155 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,541,550 | 54,528 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,851,047 | 65,406 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,152,715 | 62,098 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,937,988 | 57,880 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,347,603 | 33,431 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,173,911 | 31,097 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $988,968 | 25,088 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,066,096 | 22,520 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $531,778 | 11,765 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $495,136 | 11,747 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $664,236 | 11,836 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $432,257 | 7,741 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $344,568 | 6,327 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $399,516 | 7,490 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $492,297 | 8,933 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||