Position in WBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$243,244
+$22,072 QoQ
Shares Held
3,183
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#383
of 535 holders
Holding Since
Mar 2020
16 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, 2026TCI Wealth Advisors, Inc. holds $1,377,616 across 3 Banks - Regional names. WBS ranks #3 (17.7% of the industry book) .
All Filings in WBS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,244 | 3,183 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $221,172 | 3,186 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $200,526 | 3,186 | Shares | Sole | 2026-02-02 | |
| 2023-03-31 | $131,781 | 3,343 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $158,210 | 3,342 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $151,058 | 3,342 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $152,498 | 3,618 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $228,857 | 4,078 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,772 | 175 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $9,530 | 175 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,573 | 67 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,692 | 67 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,824 | 67 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,769 | 67 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,916 | 67 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,534 | 67 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||