Position in WBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$217,797
+$14,413 QoQ
Shares Held
2,850
-28.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#395
of 536 holders
Holding Since
Mar 2021
10 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, 2026Rossmore Private Capital holds $1,508,755 across 3 Banks - Regional names. WBS ranks #3 (14.4% of the industry book) .
All Filings in WBS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,797 | 2,850 | Shares | Sole | 2026-07-31 | |
| 2024-03-31 | $203,384 | 4,006 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $203,344 | 4,006 | Shares | Sole | 2024-02-07 | |
| 2022-12-31 | $211,941 | 4,477 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $202,360 | 4,477 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $251,249 | 4,477 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $249,995 | 4,477 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $243,817 | 4,477 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $238,803 | 4,477 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $246,727 | 4,477 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||