Position in WBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$915,053
-$1,234,745 QoQ
Shares Held
11,974
-61.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#255
of 536 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ADVISORY RESEARCH INC holds $33,725,378 across 8 Banks - Regional names. WBS ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
135,607 | $14,233,310 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
35,434 | $5,860,428 | |
| 3 | SSB |
SouthState Bank Corp
|
46,447 | $4,640,054 | |
| 4 | FRME |
First Merchants Corp
|
65,315 | $2,853,612 | |
| 5 | WAL |
Western Alliance Bancorporation
|
26,098 | $2,145,255 | |
| 6 | AX |
Axos Financial, Inc.
|
17,011 | $1,656,701 | |
| 7 | SYBT |
Stock Yards Bancorp, Inc.
|
18,582 | $1,420,965 | |
| 8 | WBS |
Webster Financial Corp
This page
|
11,974 | $915,053 |
All Filings in WBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,053 | 11,974 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,149,798 | 30,968 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,822,858 | 44,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,825,301 | 47,532 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,595,246 | 47,532 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,685,857 | 52,102 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,891,429 | 52,362 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,440,592 | 52,362 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,380,231 | 54,605 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,777,422 | 54,706 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $2,683,477 | 52,866 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,353,418 | 58,383 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,214,339 | 58,658 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,215,679 | 56,207 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $2,711,682 | 57,281 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,689,399 | 59,500 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $2,531,275 | 60,054 | Shares | Other | 2022-08-17 | |
| 2022-03-31 | $3,903,369 | 69,554 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||