Position in WBS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$327,384
New position
Shares Held
4,716
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Emerald Investment Advisers, LLC holds $55,351,084 across 9 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
81,946 | $13,170,361 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
49,479 | $12,182,719 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
201,877 | $6,712,410 | |
| 4 | EFSC |
Enterprise Financial Services Corp
|
89,897 | $5,922,414 | |
| 5 | WSBC |
Wesbanco Inc
|
142,868 | $5,576,138 | |
| 6 | BANR |
Banner Corp
|
83,052 | $5,517,974 | |
| 7 | HWC |
Hancock Whitney Corp
|
41,286 | $3,084,889 | |
| 8 | CASH |
Pathward Financial, Inc.
|
31,552 | $2,746,917 |
All Filings in WBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,384 | 4,716 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||