Position in WBS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$18,952
+$1,736 QoQ
Shares Held
248
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#446
of 536 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ares Financial Consulting, LLC holds $796,486 across 54 Banks - Regional names. WBS ranks #16 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
30 | $62,423 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
1,600 | $54,016 | |
| 3 | WTFC |
Wintrust Financial Corp
|
334 | $53,680 | |
| 4 | FITB |
Fifth Third Bancorp
|
751 | $42,333 | |
| 5 | SSB |
SouthState Bank Corp
|
398 | $39,760 | |
| 6 | TFC |
Truist Financial Corp
|
797 | $39,706 | |
| 7 | ASB |
Associated Banc-Corp
|
1,058 | $32,554 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
700 | $32,081 |
All Filings in WBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,952 | 248 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $17,216 | 248 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $3,398 | 54 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||