Position in WBS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$72,613
+$6,778 QoQ
Shares Held
1,046
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SHP Wealth Management holds $1,053,812 across 37 Banks - Regional names. WBS ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
923 | $190,802 | |
| 2 | INDB |
Independent Bank Corp
|
2,369 | $178,172 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
452 | $94,056 | |
| 4 | NBBK |
NB Bancorp, Inc.
|
3,456 | $72,817 | |
| 5 | WBS |
Webster Financial Corp
This page
|
1,046 | $72,613 | |
| 6 | NWG |
NatWest Group plc
|
4,662 | $69,463 | |
| 7 | EBC |
Eastern Bankshares, Inc.
|
2,528 | $49,447 | |
| 8 | WTFC |
Wintrust Financial Corp
|
354 | $49,184 |
All Filings in WBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,613 | 1,046 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $65,835 | 1,046 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||