Position in WBS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$483,646
+$56,726 QoQ
Shares Held
6,967
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $8,251,623 across 28 Banks - Regional names. WBS ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
12,796 | $665,517 | |
| 2 | TFC |
Truist Financial Corp
|
11,511 | $529,159 | |
| 3 | WBS |
Webster Financial Corp
This page
|
6,967 | $483,646 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,291 | $476,731 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
29,000 | $453,847 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
14,880 | $430,923 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,636 | $354,765 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,553 | $354,712 |
All Filings in WBS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,646 | 6,967 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $426,920 | 6,783 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $403,238 | 6,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $368,383 | 6,747 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $336,980 | 6,537 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $356,224 | 6,451 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $300,680 | 6,451 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $257,658 | 5,911 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $274,310 | 5,403 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $274,256 | 5,403 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $217,794 | 5,403 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $207,549 | 5,498 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $217,046 | 5,506 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $265,291 | 5,604 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $296,873 | 6,568 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $390,988 | 6,967 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||