Position in WBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,851
+$716 QoQ
Shares Held
142
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#461
of 536 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $905,028 across 82 Banks - Regional names. WBS ranks #22 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
610 | $150,194 | |
| 2 | IBN |
Icici Bank Ltd
|
2,459 | $71,384 | |
| 3 | KB |
KB Financial Group Inc.
|
595 | $62,451 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
886 | $56,039 | |
| 5 | WF |
Woori Financial Group Inc.
|
793 | $45,518 | |
| 6 | HDB |
Hdfc Bank Ltd
|
1,587 | $40,992 | |
| 7 | USB |
US Bancorp \De\
|
675 | $40,770 | |
| 8 | RF |
Regions Financial Corp
|
1,239 | $37,417 |
All Filings in WBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,851 | 142 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,135 | 146 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,189 | 146 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $8,678 | 146 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $9,009 | 165 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,546 | 127 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,012 | 127 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,661 | 100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,359 | 100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,077 | 100 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,076 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,514 | 112 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,812 | 101 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,257 | 108 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,728 | 121 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,966 | 132 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,322 | 150 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,456 | 44 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $707 | 13 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||