Position in WBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,607,916
-$5,605,625 QoQ
Shares Held
99,554
-47.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#123
of 536 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Leeward Investments, LLC - MA holds $311,120,465 across 17 Banks - Regional names. WBS ranks #17 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
861,441 | $27,609,184 | |
| 2 | WTFC |
Wintrust Financial Corp
|
166,177 | $26,707,967 | |
| 3 | VLY |
Valley National Bancorp
|
1,820,648 | $26,672,493 | |
| 4 | FIBK |
First Interstate Bancsystem Inc
|
618,416 | $23,846,120 | |
| 5 | ONB |
Old National Bancorp /In/
|
885,504 | $22,934,553 | |
| 6 | NBHC |
National Bank Holdings Corp
|
508,755 | $22,603,984 | |
| 7 | ASB |
Associated Banc-Corp
|
709,469 | $21,830,361 | |
| 8 | INDB |
Independent Bank Corp
|
260,345 | $21,796,083 |
All Filings in WBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,607,916 | 99,554 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $13,213,541 | 190,342 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,395,214 | 196,937 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,290,943 | 206,779 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,697,558 | 214,241 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,159,521 | 138,885 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,937,433 | 143,742 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,929,508 | 148,670 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $8,159,524 | 187,188 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,933,912 | 195,665 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,550,443 | 188,149 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,788,980 | 193,227 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,374,387 | 195,348 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,245,441 | 209,169 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $10,072,815 | 212,776 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,769,347 | 216,136 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $9,119,911 | 216,368 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $12,397,862 | 220,917 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||