Position in WBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,024
+$3,941 QoQ
Shares Held
563
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 536 holders
Holding Since
Dec 2025
3 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, 2026ATLAS CAPITAL ADVISORS INC. holds $5,415,209 across 25 Banks - Regional names. WBS ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,766 | $869,860 | |
| 2 | KB |
KB Financial Group Inc.
|
7,522 | $789,509 | |
| 3 | CIB |
Grupo Cibest S.A.
|
9,580 | $760,939 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
9,068 | $573,551 | |
| 5 | BAP |
Credicorp Ltd
|
1,378 | $536,841 | |
| 6 | OZK |
Bank OZK
|
7,659 | $398,957 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
40,054 | $327,241 | |
| 8 | BSAC |
Banco Santander Chile
|
6,676 | $219,840 |
All Filings in WBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,024 | 563 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $39,083 | 563 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,407 | 499 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||