Position in WBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,133
New position
Shares Held
41
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Planning Strategies Inc. holds $310,402 across 35 Banks - Regional names. WBS ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,690 | $84,195 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
335 | $82,483 | |
| 3 | FULT |
Fulton Financial Corp
|
1,238 | $29,947 | |
| 4 | ORRF |
Orrstown Financial Services Inc
|
515 | $21,027 | |
| 5 | RF |
Regions Financial Corp
|
622 | $18,784 | |
| 6 | FITB |
Fifth Third Bancorp
|
275 | $15,501 | |
| 7 | LYG |
Lloyds Banking Group plc
|
2,045 | $11,922 | |
| 8 | KEY |
Keycorp /New/
|
331 | $7,629 |
All Filings in WBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,133 | 41 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||