Position in WBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$259,140
+$24,779 QoQ
Shares Held
3,391
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#378
of 536 holders
Holding Since
Dec 2025
3 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, 2026SAGE RHINO CAPITAL LLC holds $3,517,274 across 13 Banks - Regional names. WBS ranks #8 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
47,409 | $454,178 | |
| 2 | ABCB |
Ameris Bancorp
|
3,489 | $314,917 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,924 | $294,973 | |
| 4 | LYG |
Lloyds Banking Group plc
|
49,529 | $288,754 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
8,333 | $281,322 | |
| 6 | FHN |
First Horizon Corp
|
10,656 | $273,219 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
6,452 | $272,984 | |
| 8 | WBS |
Webster Financial Corp
This page
|
3,391 | $259,140 |
All Filings in WBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,140 | 3,391 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $234,361 | 3,376 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $203,988 | 3,241 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||