Position in WBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$365,516
+$33,481 QoQ
Shares Held
4,783
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#337
of 536 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $25,488,307 across 188 Banks - Regional names. WBS ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,701 | $3,127,240 | |
| 2 | USB |
US Bancorp \De\
|
31,191 | $1,883,936 | |
| 3 | UVSP |
UNIVEST FINANCIAL Corp
|
38,000 | $1,662,500 | |
| 4 | TFC |
Truist Financial Corp
|
28,703 | $1,429,983 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
139,392 | $1,335,375 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
59,857 | $1,061,264 | |
| 7 | LYG |
Lloyds Banking Group plc
|
164,084 | $956,609 | |
| 8 | MTB |
M&T Bank Corp
|
3,995 | $950,849 |
All Filings in WBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,516 | 4,783 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $332,035 | 4,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $241,941 | 3,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $210,358 | 3,539 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $91,618 | 1,678 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $130,730 | 2,536 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $116,072 | 2,102 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $66,559 | 1,428 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,246 | 648 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $205,212 | 4,042 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $41,775 | 823 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||