Position in WBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,355
-$2,631 QoQ
Shares Held
57
-48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#483
of 536 holders
Holding Since
Sep 2025
3 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, 2026AMERIFLEX GROUP, INC. holds $1,525,894 across 35 Banks - Regional names. WBS ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
8,730 | $527,292 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
875 | $215,442 | |
| 3 | CCB |
Coastal Financial Corp
|
1,929 | $149,516 | |
| 4 | FITB |
Fifth Third Bancorp
|
1,709 | $96,336 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
1,293 | $90,600 | |
| 6 | RF |
Regions Financial Corp
|
2,879 | $86,945 | |
| 7 | 2,155 | $84,734 | |||
| 8 | TFC |
Truist Financial Corp
|
1,229 | $61,228 |
All Filings in WBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,355 | 57 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $6,986 | 111 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $13,195 | 222 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||