Position in WBS
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$219,922
+$2,064 QoQ
Shares Held
3,168
-31.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $8,043,910 across 5 Banks - Regional names. WBS ranks #5 (2.7% of the industry book) .
All Filings in WBS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,922 | 3,168 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $217,858 | 4,602 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $210,858 | 4,665 | Shares | Sole | 2022-10-05 | |
| 2022-03-31 | $266,177 | 4,743 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||