Position in WBS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$61,158
+$45 QoQ
Shares Held
881
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Medallion Wealth Advisors, LLC holds $1,042,703 across 13 Banks - Regional names. WBS ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
5,134 | $386,127 | |
| 2 | MTB |
M&T Bank Corp
|
1,039 | $214,777 | |
| 3 | KEY |
Keycorp /New/
|
4,837 | $96,980 | |
| 4 | AX |
Axos Financial, Inc.
|
896 | $76,240 | |
| 5 | FNLC |
First Bancorp, Inc /ME/
|
2,675 | $74,980 | |
| 6 | WBS |
Webster Financial Corp
This page
|
881 | $61,158 | |
| 7 | USB |
US Bancorp De
|
1,146 | $59,602 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
105 | $21,849 |
All Filings in WBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,158 | 881 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $61,113 | 971 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $57,715 | 971 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $53,015 | 971 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $27,063 | 525 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $28,989 | 525 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||