Position in WBS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$739,947
-$48,439 QoQ
Shares Held
10,659
-14.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Arkadios Wealth Advisors holds $29,861,841 across 31 Banks - Regional names. WBS ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
81,995 | $4,264,559 | |
| 2 | TFC |
Truist Financial Corp
|
88,707 | $4,077,860 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
16,947 | $3,526,501 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
81,499 | $3,375,688 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
69,178 | $3,090,180 | |
| 6 | KEY |
Keycorp /New/
|
50,303 | $1,008,574 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
54,543 | $853,597 | |
| 8 | WBS |
Webster Financial Corp
This page
|
10,659 | $739,947 |
All Filings in WBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $739,947 | 10,659 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $788,386 | 12,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $737,649 | 12,410 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $661,642 | 12,118 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $696,594 | 13,513 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $766,011 | 13,872 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,753,363 | 80,527 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,415,494 | 78,355 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,036,011 | 79,496 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,972,122 | 78,253 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,944,887 | 73,056 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,820,493 | 48,225 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,772,165 | 44,956 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,871,066 | 39,524 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,470,491 | 32,533 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,054,888 | 25,027 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $907,853 | 16,177 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $381,610 | 6,834 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $229,494 | 4,214 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $182,102 | 3,414 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $30,861 | 560 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,502 | 178 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||