Position in WBS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$202,207
-$128,174 QoQ
Shares Held
2,646
-55.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#401
of 536 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names. WBS ranks #16 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
23,475 | $1,417,890 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,969 | $731,027 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
52,359 | $501,599 | |
| 4 | TFC |
Truist Financial Corp
|
9,751 | $485,794 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
11,431 | $483,645 | |
| 6 | LYG |
Lloyds Banking Group plc
|
65,773 | $383,456 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,816 | $359,851 | |
| 8 | UMBF |
Umb Financial Corp
|
2,191 | $312,786 |
All Filings in WBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,207 | 2,646 | Shares | Sole | 2026-07-08 | |
| 2024-12-31 | $330,381 | 5,983 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $245,472 | 4,835 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $218,877 | 4,312 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||