Position in WBS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,336
+$742 QoQ
Shares Held
96
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 536 holders
Holding Since
Dec 2023
9 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, 2026Caitlin John, LLC holds $826,101 across 12 Banks - Regional names. WBS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
28,774 | $510,163 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,027 | $252,867 | |
| 3 | FIBK |
First Interstate Bancsystem Inc
|
593 | $22,866 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
7 | $14,565 | |
| 5 | SFBS |
ServisFirst Bancshares, Inc.
|
200 | $8,675 | |
| 6 | TFC |
Truist Financial Corp
|
163 | $8,120 | |
| 7 | WBS |
Webster Financial Corp
This page
|
96 | $7,336 | |
| 8 | MTB |
M&T Bank Corp
|
5 | $1,190 |
All Filings in WBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,336 | 96 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,594 | 95 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,979 | 95 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,825 | 98 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $5,301 | 96 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,474 | 96 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,141 | 95 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $4,772 | 94 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $8,527 | 168 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||