Position in WBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$590,038
+$66,612 QoQ
Shares Held
7,721
+2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 536 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. WBS ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in WBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,038 | 7,721 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $523,426 | 7,540 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $461,350 | 7,330 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $438,548 | 7,378 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $403,384 | 7,388 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $364,406 | 7,069 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $362,022 | 6,556 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $301,986 | 6,479 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $277,755 | 6,372 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $297,055 | 5,851 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $303,646 | 5,982 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $207,193 | 5,140 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $195,469 | 5,178 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $275,466 | 6,988 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $294,833 | 6,228 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $280,330 | 6,202 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $201,898 | 4,790 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $283,911 | 5,059 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,005 | 215 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $10,184 | 187 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,907 | 92 | Shares | Sole | 2021-07-26 | |
| 2020-09-30 | $264 | 10 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,029 | 36 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,976 | 261 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||