Position in WBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,006,859
-$10,111,199 QoQ
Shares Held
117,860
-57.2% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,720,919,573 across 297 Banks - Regional names. WBS ranks #43 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp \De\
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,006,859 | 117,860 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,118,058 | 275,397 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $18,836,681 | 299,280 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,097,222 | 253,991 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,831,654 | 216,697 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,784,019 | 228,594 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,180,557 | 202,473 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,415,358 | 202,003 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,539,496 | 195,905 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,476,742 | 206,357 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $11,002,634 | 216,758 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,804,146 | 218,411 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,944,742 | 289,927 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $11,543,160 | 292,825 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,972,399 | 295,150 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,241,505 | 226,582 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,554,855 | 226,687 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,183,315 | 234,913 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,753,284 | 67,215 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,568,908 | 120,619 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,928,301 | 317,366 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,709,048 | 285,049 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,847,402 | 304,802 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $8,658,913 | 327,865 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $37,555,229 | 1,312,661 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $32,421,978 | 1,415,807 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||