Position in WBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,090,087
+$177,566 QoQ
Shares Held
27,350
-0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#210
of 540 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JOHN G ULLMAN & ASSOCIATES INC holds $10,056,629 across 5 Banks - Regional names. WBS ranks #2 (20.8% of the industry book) .
All Filings in WBS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,087 | 27,350 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||