Position in WBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$156,051,472
-$102,728,515 QoQ
Shares Held
2,042,024
-45.2% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#20
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,950 across 271 Banks - Regional names. WBS ranks #18 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp \De\
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,051,472 | 2,042,024 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $258,779,987 | 3,727,744 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $139,957,723 | 2,223,669 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $145,239,437 | 2,443,463 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $136,377,366 | 2,497,754 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $131,857,113 | 2,557,849 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $145,878,315 | 2,641,766 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $118,491,007 | 2,542,180 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $112,161,729 | 2,573,107 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $130,436,757 | 2,569,170 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $106,179,156 | 2,091,788 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $78,739,212 | 1,953,342 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $67,301,680 | 1,782,826 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $70,063,055 | 1,777,348 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $77,473,800 | 1,636,540 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $76,779,475 | 1,698,661 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $68,253,575 | 1,619,302 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $108,463,683 | 1,932,710 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,847,900 | 391,259 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $20,870,158 | 383,220 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,416,144 | 214,026 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $9,668,111 | 175,433 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,043,641 | 167,109 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,805,429 | 181,955 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,880,187 | 240,482 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,600,625 | 288,237 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||