Position in WBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$650,639
+$367,753 QoQ
Shares Held
8,514
+108.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#279
of 536 holders
Holding Since
Sep 2025
4 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, 2026Vise Technologies, Inc. holds $77,487,388 across 63 Banks - Regional names. WBS ranks #29 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
238,099 | $6,912,013 | |
| 2 | USB |
US Bancorp \De\
|
109,512 | $6,614,524 | |
| 3 | HDB |
Hdfc Bank Ltd
|
244,314 | $6,310,630 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
23,384 | $5,757,608 | |
| 5 | KB |
KB Financial Group Inc.
|
46,408 | $4,870,983 | |
| 6 | TFC |
Truist Financial Corp
|
89,062 | $4,437,068 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
372,957 | $3,572,928 | |
| 8 | FHN |
First Horizon Corp
|
129,751 | $3,326,815 |
All Filings in WBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,639 | 8,514 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $282,886 | 4,075 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $256,480 | 4,075 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $202,274 | 3,403 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||