Position in WBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,043,872
-$3,586,630 QoQ
Shares Held
66,002
-46.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. WBS ranks #61 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,043,872 | 66,002 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,630,502 | 124,323 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,609,623 | 248,008 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,032,435 | 252,901 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,933,647 | 255,195 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,804,419 | 267,787 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,528,547 | 263,103 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,359,294 | 265,164 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,516,478 | 264,200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,120,304 | 337,213 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,963,055 | 314,481 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,874,167 | 319,379 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,623,310 | 201,942 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,246,223 | 183,821 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,145,546 | 150,941 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,655,790 | 147,252 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,427,191 | 128,759 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,304,076 | 147,970 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,670,621 | 29,918 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,320,055 | 24,239 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,612,006 | 48,969 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,530,375 | 45,915 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $627,149 | 14,879 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $560,895 | 21,238 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,071,192 | 72,394 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,894,402 | 82,725 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||