Position in WBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$764
-$277 QoQ
Shares Held
10
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 536 holders
Holding Since
Jun 2024
9 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, 2026MV CAPITAL MANAGEMENT, INC. holds $6,472,960 across 38 Banks - Regional names. WBS ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
60,431 | $4,234,400 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,320 | $1,141,961 | |
| 3 | MTB |
M&T Bank Corp
|
1,223 | $291,086 | |
| 4 | TFC |
Truist Financial Corp
|
5,412 | $269,625 | |
| 5 | RF |
Regions Financial Corp
|
6,044 | $182,528 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
370 | $91,101 | |
| 7 | KEY |
Keycorp /New/
|
2,107 | $48,566 | |
| 8 | USB |
US Bancorp \De\
|
803 | $48,501 |
All Filings in WBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764 | 10 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,041 | 15 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $188 | 3 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $178 | 3 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $163 | 3 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $257 | 5 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $165 | 3 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $139 | 3 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $87 | 2 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||