Position in WBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,255,612
+$102,551 QoQ
Shares Held
29,516
-4.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#204
of 536 holders
Holding Since
Jun 2020
24 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, 2026Crossmark Global Holdings, Inc. holds $186,825,127 across 67 Banks - Regional names. WBS ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
4,844,087 | $28,241,027 | |
| 2 | USB |
US Bancorp De
|
447,663 | $27,038,845 | |
| 3 | BPOP |
Popular, Inc.
|
159,229 | $26,142,217 | |
| 4 | NWG |
NatWest Group plc
|
1,035,444 | $18,254,877 | |
| 5 | RF |
Regions Financial Corp
|
481,789 | $14,550,027 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
668,210 | $6,401,451 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
86,021 | $6,027,491 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
22,115 | $5,445,155 |
All Filings in WBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,255,612 | 29,516 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,153,061 | 31,015 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,825,511 | 29,004 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,974,596 | 33,220 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $547,146 | 10,021 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,980,860 | 38,426 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $541,321 | 9,803 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $454,027 | 9,741 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $424,609 | 9,741 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $564,917 | 11,127 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $562,318 | 11,078 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $458,324 | 11,370 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $577 | 12,177 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $497,164 | 12,612 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $604,673 | 12,773 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $643,556 | 14,238 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $613,071 | 14,545 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $844,886 | 15,055 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $424,942 | 7,610 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $434,046 | 7,970 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $425,653 | 7,980 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $447,493 | 8,120 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $308,538 | 7,320 | Shares | Sole | 2021-01-14 | |
| 2020-06-30 | $208,853 | 7,300 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||