Position in WSBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$245,108
+$90,559 QoQ
Shares Held
6,280
+40.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 344 holders
Holding Since
Jun 2020
25 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, 2026Allworth Financial LP holds $72,539,484 across 269 Banks - Regional names. WSBC ranks #32 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp De
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in WSBC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,108 | 6,280 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $154,549 | 4,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $145,524 | 4,378 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $229,161 | 7,177 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $207,809 | 6,570 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $111,022 | 3,586 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $80,276 | 2,467 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,559 | 321 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,959 | 321 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,360 | 314 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,693 | 309 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,691 | 274 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,068 | 276 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,196 | 267 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,351 | 334 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,009 | 270 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,833 | 657 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $36,112 | 1,051 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $9,342 | 267 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,099 | 267 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,335 | 262 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,447 | 262 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,849 | 262 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,596 | 262 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,321 | 262 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||