Position in WBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,817,266
+$1,517,754 QoQ
Shares Held
54,988
+50.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,561,195 across 285 Banks - Regional names. WBS ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp De
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in WBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,817,266 | 54,988 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,299,512 | 36,535 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,306,390 | 38,802 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,091,343 | 38,303 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $734,639 | 14,251 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $443,030 | 8,023 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $243,117 | 5,216 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $219,693 | 5,040 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $282,484 | 5,564 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $277,048 | 5,458 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $181,556 | 4,504 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $164,703 | 4,363 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $156,103 | 3,960 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $202,993 | 4,288 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $183,466 | 4,059 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $72,961 | 1,731 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $78,006 | 1,390 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,746 | 85 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $4,533 | 85 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $4,684 | 85 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,582 | 85 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,244 | 85 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,431 | 85 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,946 | 85 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||