Position in WBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,989
+$7,496 QoQ
Shares Held
327
+29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 536 holders
Holding Since
Sep 2024
8 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, 2026Larson Financial Group LLC holds $23,008,153 across 186 Banks - Regional names. WBS ranks #53 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
29,050 | $7,152,691 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
267,640 | $4,745,257 | |
| 3 | TFC |
Truist Financial Corp
|
70,258 | $3,500,253 | |
| 4 | USB |
US Bancorp \De\
|
12,908 | $779,643 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
9,872 | $683,043 | |
| 6 | NU |
Nu Holdings Ltd.
|
45,642 | $609,777 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
7,537 | $528,117 | |
| 8 | FRME |
First Merchants Corp
|
9,574 | $418,288 |
All Filings in WBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,989 | 327 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,493 | 252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,734 | 107 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,517 | 76 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $273 | 5 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $979 | 19 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $496 | 9 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $279 | 6 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||