Position in WBS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,912,521
+$169,083 QoQ
Shares Held
27,550
-0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOHN G ULLMAN & ASSOCIATES INC holds $11,896,906 across 9 Banks - Regional names. WBS ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMP |
Tompkins Financial Corp
|
68,792 | $5,423,561 | |
| 2 | WBS |
Webster Financial Corp
This page
|
27,550 | $1,912,521 | |
| 3 | WSBF |
Waterstone Financial, Inc.
|
61,248 | $1,104,301 | |
| 4 | EBMT |
Eagle Bancorp Montana, Inc.
|
48,910 | $1,006,567 | |
| 5 | RBB |
RBB Bancorp
|
40,550 | $866,553 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
20,780 | $525,110 | |
| 7 | OCFC |
Oceanfirst Financial Corp
|
25,300 | $456,412 | |
| 8 | NWFL |
Norwood Financial Corp
|
14,800 | $435,416 |
All Filings in WBS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,912,521 | 27,550 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,743,438 | 27,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,655,404 | 27,850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,546,981 | 28,333 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,467,473 | 28,467 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,584,814 | 28,700 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,402,961 | 30,100 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,340,392 | 30,750 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,599,255 | 31,500 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,616,706 | 31,850 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,267,749 | 31,450 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,211,775 | 32,100 | Shares | Sole | 2023-08-21 | |
| No filing history on record for this holder in this stock. | ||||||