Position in WBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,264,248
-$341,362 QoQ
Shares Held
29,629
-21.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 536 holders
Holding Since
Mar 2021
19 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, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. WBS ranks #24 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp De
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in WBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,248 | 29,629 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,605,610 | 37,534 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,934,146 | 30,730 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,811,968 | 30,484 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,514,385 | 27,736 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,573,563 | 30,525 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,775,599 | 32,155 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,490,494 | 31,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,305,346 | 29,946 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,565,086 | 30,827 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,510,465 | 29,757 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,080,187 | 26,797 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,019,325 | 27,002 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $863,416 | 21,903 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,097,483 | 23,183 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,921,904 | 42,520 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,776,243 | 42,141 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,353,279 | 41,933 | Shares | Sole | 2022-05-12 | |
| 2021-03-31 | $200,545 | 3,639 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||