Position in WBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,349
-$3,675 QoQ
Shares Held
70
-46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#476
of 536 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $2,813,371 across 235 Banks - Regional names. WBS ranks #65 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,196 | $294,479 | |
| 2 | EWBC |
East West Bancorp Inc
|
1,086 | $140,191 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,081 | $109,051 | |
| 4 | FHN |
First Horizon Corp
|
4,143 | $106,226 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
1,329 | $93,123 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,596 | $92,169 | |
| 7 | USB |
US Bancorp \De\
|
1,487 | $89,814 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
8,722 | $83,556 |
All Filings in WBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,349 | 70 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,024 | 130 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,035 | 80 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $16,048 | 270 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,586 | 84 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $31,857 | 618 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||