Position in WBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,289,366
+$599,634 QoQ
Shares Held
82,300
+0.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#132
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. WBS ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp \De\
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,289,366 | 82,300 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,689,732 | 81,961 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,705,268 | 74,758 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,118,597 | 69,290 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,505,428 | 82,517 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,276,330 | 82,955 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,768,412 | 86,353 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,122,980 | 88,457 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,585,364 | 82,252 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,327,634 | 85,240 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,488,300 | 88,422 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,506,042 | 86,977 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,151,068 | 83,472 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,230,902 | 81,961 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,887,324 | 82,115 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,558,370 | 78,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,312,147 | 78,580 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,247,554 | 75,687 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,453,068 | 26,022 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,369,396 | 25,145 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,315,737 | 24,667 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,410,540 | 25,595 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,108,797 | 26,306 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $686,871 | 26,008 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $644,640 | 22,532 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $512,960 | 22,400 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||