Position in WBS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$15,589
+$1,428 QoQ
Shares Held
204
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 536 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $6,216,757 across 117 Banks - Regional names. WBS ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,119 | $2,491,500 | |
| 2 | FNB |
Fnb Corp/Pa/
|
51,911 | $990,461 | |
| 3 | USB |
US Bancorp \De\
|
12,220 | $738,088 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,365 | $584,275 | |
| 5 | MTB |
M&T Bank Corp
|
1,093 | $260,144 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
8,555 | $151,680 | |
| 7 | CHMG |
Chemung Financial Corp
|
1,800 | $134,244 | |
| 8 | IBN |
Icici Bank Ltd
|
2,249 | $65,288 |
All Filings in WBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,589 | 204 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $14,161 | 204 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,839 | 204 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,094 | 153 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,353 | 153 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,144 | 158 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,559 | 155 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,224 | 155 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,538 | 150 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,615 | 150 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,614 | 150 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,426 | 85 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,039 | 107 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,616 | 41 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,390 | 135 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,780 | 150 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $885 | 21 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,622 | 118 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,619 | 29 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||