Position in WBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,133
+$287 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 536 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $4,253,553 across 35 Banks - Regional names. WBS ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,645 | $897,471 | |
| 2 | USB |
US Bancorp \De\
|
9,270 | $559,908 | |
| 3 | TFC |
Truist Financial Corp
|
10,984 | $547,222 | |
| 4 | FVCB |
FVCBankcorp, Inc.
|
24,088 | $421,540 | |
| 5 | BHRB |
Burke & Herbert Financial Services Corp.
|
4,320 | $310,435 | |
| 6 | KEY |
Keycorp /New/
|
10,626 | $244,929 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
4,924 | $225,666 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
8,548 | $151,556 |
All Filings in WBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,133 | 41 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,846 | 41 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||