Position in WBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$61,895
-$182,946 QoQ
Shares Held
810
-77.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 536 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. WBS ranks #47 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp De
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in WBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,895 | 810 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $244,841 | 3,527 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $220,601 | 3,505 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $212,317 | 3,572 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $185,529 | 3,398 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $57,424 | 1,114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $54,058 | 979 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,108 | 882 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $37,835 | 868 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $43,051 | 848 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $56,545 | 1,114 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $34,625 | 859 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $40,882 | 1,083 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $30,155 | 765 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $40,664 | 859 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $40,181 | 889 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,464 | 272 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $13,973 | 249 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,396 | 25 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||