Position in WBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,772,976
+$354,245 QoQ
Shares Held
36,286
+4.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#191
of 536 holders
Holding Since
Jun 2021
16 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, 2026Cetera Investment Advisers holds $417,166,791 across 130 Banks - Regional names. WBS ranks #28 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
246,565 | $60,709,234 | |
| 2 | USB |
US Bancorp \De\
|
830,198 | $50,143,959 | |
| 3 | TFC |
Truist Financial Corp
|
787,177 | $39,217,158 | |
| 4 | FITB |
Fifth Third Bancorp
|
426,011 | $24,014,240 | |
| 5 | MTB |
M&T Bank Corp
|
85,035 | $20,239,180 | |
| 6 | RF |
Regions Financial Corp
|
505,213 | $15,257,432 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
832,618 | $14,762,317 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
163,364 | $11,446,915 |
All Filings in WBS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,772,976 | 36,286 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,418,731 | 34,842 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,479,961 | 39,402 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,937,209 | 32,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,295,985 | 23,736 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,241,839 | 24,090 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,176,130 | 21,299 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $980,674 | 21,040 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $939,364 | 21,550 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,627,990 | 32,066 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $324,001 | 6,383 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $245,568 | 6,092 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $297,885 | 7,891 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $242,038 | 6,140 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $204,950 | 3,652 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $221,787 | 4,158 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||