Position in WBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,767,168
+$253,470 QoQ
Shares Held
36,210
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#192
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, 2026Orange Investment Advisors, Inc. holds $42,101,809 across 3 Banks - Regional names. WBS ranks #2 (6.6% of the industry book) .
All Filings in WBS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,767,168 | 36,210 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,513,698 | 36,210 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,389,076 | 37,958 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,727,344 | 45,884 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,521,155 | 46,175 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,383,878 | 46,244 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,553,593 | 46,244 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,540,151 | 54,498 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,222,347 | 73,924 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $3,059,806 | 60,268 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,576,335 | 149,258 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,036,713 | 75,334 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,279,269 | 60,378 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,009,571 | 127,082 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,052,151 | 64,473 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,999,246 | 66,355 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,961,332 | 70,257 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,029,303 | 71,798 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||