Position in WBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,668
New position
Shares Held
48
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $3,243,855 across 22 Banks - Regional names. WBS ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBCP |
Home Bancorp, Inc.
|
24,105 | $1,651,674 | |
| 2 | TFC |
Truist Financial Corp
|
12,114 | $603,519 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
3,488 | $244,404 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,564 | $200,902 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
398 | $97,995 | |
| 6 | USB |
US Bancorp \De\
|
1,603 | $96,821 | |
| 7 | FULT |
Fulton Financial Corp
|
2,745 | $66,401 | |
| 8 | HOPE |
Hope Bancorp Inc
|
4,095 | $56,019 |
All Filings in WBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,668 | 48 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||