Position in WBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$75,350
+$19,398 QoQ
Shares Held
986
+22.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 536 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. WBS ranks #47 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in WBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,350 | 986 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $55,952 | 806 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $50,729 | 806 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $46,541 | 783 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $42,751 | 783 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,082 | 21 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,810 | 69 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $96,715 | 2,075 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $91,974 | 2,110 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $107,124 | 2,110 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $104,768 | 2,064 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $83,199 | 2,064 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $77,916 | 2,064 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $82,624 | 2,096 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $176 | 2,681 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $122,356 | 2,707 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $113,214 | 2,686 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $115,831 | 2,064 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $9,974 | 187 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $10,305 | 187 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $480 | 21 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||