Position in WBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,757
-$13,862 QoQ
Shares Held
23
-89.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
of 536 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $560,942 across 26 Banks - Regional names. WBS ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
356 | $87,654 | |
| 2 | TFC |
Truist Financial Corp
|
1,251 | $62,324 | |
| 3 | MTB |
M&T Bank Corp
|
219 | $52,124 | |
| 4 | RF |
Regions Financial Corp
|
1,430 | $43,186 | |
| 5 | USB |
US Bancorp \De\
|
602 | $36,360 | |
| 6 | CAC |
Camden National Corp
|
540 | $29,278 | |
| 7 | FITB |
Fifth Third Bancorp
|
513 | $28,917 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
321 | $22,209 |
All Filings in WBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757 | 23 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,619 | 225 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,161 | 225 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,629 | 162 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,845 | 162 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,062 | 40 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||