Position in WBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$25,141
+$2,303 QoQ
Shares Held
329
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 536 holders
Holding Since
Mar 2020
26 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, 2026Capital Analysts, LLC holds $4,560,966 across 17 Banks - Regional names. WBS ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
46,156 | $3,234,150 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,279 | $314,914 | |
| 3 | FITB |
Fifth Third Bancorp
|
4,643 | $261,725 | |
| 4 | TFC |
Truist Financial Corp
|
4,483 | $223,342 | |
| 5 | USB |
US Bancorp \De\
|
2,244 | $135,537 | |
| 6 | ASB |
Associated Banc-Corp
|
2,836 | $87,263 | |
| 7 | FRME |
First Merchants Corp
|
1,800 | $78,642 | |
| 8 | RF |
Regions Financial Corp
|
2,569 | $77,583 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,141 | 329 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $22,838 | 329 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,279 | 68 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $4,041 | 68 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,712 | 68 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4 | 68 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,754 | 68 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,169 | 68 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,964 | 68 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3 | 68 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3 | 68 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,741 | 68 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3 | 68 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3 | 68 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,219 | 68 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,073 | 68 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,866 | 68 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,816 | 68 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,797 | 68 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,703 | 68 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $3,627 | 68 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $3,747 | 68 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,866 | 68 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,795 | 68 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,945 | 68 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,557 | 68 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||