Position in WBS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,829,189
+$167,552 QoQ
Shares Held
23,936
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#10
of 56 holders
Holding Since
Mar 2022
18 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, 2026SeaCrest Wealth Management, LLC holds $11,656,036 across 17 Banks - Regional names. WBS ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
This page
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
|
6,665 | $665,833 | |
| 8 | CLBK |
Columbia Financial, Inc.
|
24,100 | $511,402 |
All Filings in WBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,829,189 | 23,936 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,661,637 | 23,936 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,619,823 | 25,736 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,529,747 | 25,736 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,405,185 | 25,736 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,326,690 | 25,736 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,421,141 | 25,736 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,204,449 | 25,841 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,126,409 | 25,841 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,310,627 | 25,815 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,361,637 | 26,825 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,086,112 | 26,944 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,016,796 | 26,935 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,061,344 | 26,924 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,432,461 | 30,259 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,482,786 | 32,805 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,382,393 | 32,797 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,840,118 | 32,789 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||