Position in WSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$818,342
+$54,389 QoQ
Shares Held
20,967
-5.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#149
of 344 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. WSBC ranks #37 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp De
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in WSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,342 | 20,967 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $763,953 | 22,150 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $856,528 | 25,768 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $865,303 | 27,100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $850,246 | 26,881 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $902,205 | 29,141 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $912,258 | 28,035 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $688,007 | 23,103 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $525,656 | 18,834 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||