Position in WBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$305
+$28 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#531
of 536 holders
Holding Since
Mar 2025
5 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, 2026Activest Wealth Management holds $2,115,752 across 44 Banks - Regional names. WBS ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GGAL |
Grupo Financiero Galicia SA
|
15,902 | $795,577 | |
| 2 | BBAR |
Banco BBVA Argentina S.A.
|
37,299 | $731,433 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
5,000 | $168,800 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
255 | $62,786 | |
| 5 | NU |
Nu Holdings Ltd.
|
4,640 | $61,990 | |
| 6 | SUPV |
Grupo Supervielle S.A.
|
5,572 | $53,825 | |
| 7 | USB |
US Bancorp \De\
|
668 | $40,347 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
542 | $37,977 |
All Filings in WBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305 | 4 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $277 | 4 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $59 | 1 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $54 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,763 | 73 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||