Position in WBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,157,529
+$1,018,651 QoQ
Shares Held
160,725
-0.2% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $109,840,558 across 28 Banks - Regional names. WBS ranks #1 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
This page
|
160,725 | $11,157,529 | |
| 2 | HAPN |
Happen, Inc.
|
552,000 | $7,904,640 | |
| 3 | PFBC |
Preferred Bank
|
79,421 | $7,202,690 | |
| 4 | NWBI |
Northwest Bancshares, Inc.
|
518,677 | $6,582,011 | |
| 5 | FFIC |
Flushing Financial Corp
|
404,665 | $6,215,654 | |
| 6 | BANC |
Banc Of California, Inc.
|
348,583 | $6,128,089 | |
| 7 | HFWA |
Heritage Financial Corp /Wa/
|
219,962 | $5,719,012 | |
| 8 | WAFD |
Wafd Inc
|
156,715 | $4,920,851 |
All Filings in WBS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,157,529 | 160,725 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,138,878 | 161,088 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,546,896 | 160,614 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,832,259 | 161,763 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,473,685 | 164,378 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,310,423 | 168,606 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,311,308 | 178,316 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,699,997 | 199,587 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $19,366,368 | 381,453 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,180,504 | 180,861 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,046,894 | 224,433 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,771,738 | 258,854 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,922,743 | 175,615 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||