Position in WSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,026,293
+$383,158 QoQ
Shares Held
26,295
+41.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 344 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. WSBC ranks #65 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,570,708 | $133,908,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
323,224 | $79,584,213 | |
| 3 | UMBF |
Umb Financial Corp
|
428,347 | $61,150,817 | |
| 4 | TFC |
Truist Financial Corp
|
680,372 | $33,896,133 | |
| 5 | FSBC |
Five Star Bancorp
|
467,107 | $22,743,439 | |
| 6 | USB |
US Bancorp \De\
|
375,575 | $22,684,730 | |
| 7 | NWG |
NatWest Group plc
|
1,013,954 | $17,876,009 | |
| 8 | MTB |
M&T Bank Corp
|
68,944 | $16,409,361 |
All Filings in WSBC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,293 | 26,295 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $643,135 | 18,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $609,289 | 18,330 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $584,255 | 18,298 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $458,571 | 14,498 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $466,164 | 15,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $460,701 | 14,158 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,371 | 10,355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $224,759 | 8,053 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $246,528 | 8,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,873 | 12,747 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $118,267 | 3,442 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $49,230 | 1,407 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,904 | 1,435 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $58,290 | 1,636 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $50,736 | 1,407 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,015 | 188 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $46,591 | 2,294 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||