Position in WBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$283,288
+$27,198 QoQ
Shares Held
3,707
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#367
of 536 holders
Holding Since
Sep 2024
8 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, 2026PFG Investments, LLC holds $7,319,946 across 17 Banks - Regional names. WBS ranks #12 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,916 | $1,456,637 | |
| 2 | TFC |
Truist Financial Corp
|
21,366 | $1,064,454 | |
| 3 | USB |
US Bancorp \De\
|
10,724 | $647,729 | |
| 4 | MTB |
M&T Bank Corp
|
2,405 | $572,414 | |
| 5 | MCB |
Metropolitan Bank Holding Corp.
|
4,745 | $468,616 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,323 | $356,427 | |
| 7 | FLG |
Flagstar Bank, National Association
|
23,323 | $348,445 | |
| 8 | CBC |
Central Bancompany, Inc.
|
10,959 | $332,934 |
All Filings in WBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,288 | 3,707 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $256,090 | 3,689 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $253,837 | 4,033 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $238,294 | 4,009 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $217,635 | 3,986 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $204,189 | 3,961 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $249,594 | 4,520 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $205,270 | 4,404 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||