Position in WBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$601,422
-$161,988 QoQ
Shares Held
7,870
-28.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#293
of 536 holders
Holding Since
Mar 2025
6 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, 2026Merit Financial Group, LLC holds $115,541,771 across 71 Banks - Regional names. WBS ranks #36 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
174,046 | $25,819,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
74,463 | $18,334,277 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
46,857 | $7,749,678 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
70,592 | $4,946,376 | |
| 5 | TFC |
Truist Financial Corp
|
98,933 | $4,928,837 | |
| 6 | USB |
US Bancorp De
|
76,242 | $4,605,014 | |
| 7 | KEY |
Keycorp /New/
|
118,987 | $2,742,645 | |
| 8 | AX |
Axos Financial, Inc.
|
24,147 | $2,351,674 |
All Filings in WBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,422 | 7,870 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $763,410 | 10,997 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $513,589 | 8,160 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $473,201 | 7,961 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $746,873 | 13,679 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $344,354 | 6,680 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||