Position in WSBC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$413,835
+$48,138 QoQ
Shares Held
10,603
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#194
of 344 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $14,965,544 across 16 Banks - Regional names. WSBC ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
62,600 | $3,781,040 | |
| 2 | HDB |
Hdfc Bank Ltd
|
72,098 | $1,862,291 | |
| 3 | BHB |
Bar Harbor Bankshares
|
37,373 | $1,411,204 | |
| 4 | HOMB |
Home Bancshares Inc
|
40,500 | $1,156,275 | |
| 5 | OZK |
Bank OZK
|
17,938 | $934,390 | |
| 6 | FSUN |
Firstsun Capital Bancorp
|
23,892 | $926,531 | |
| 7 | TFC |
Truist Financial Corp
|
17,387 | $866,220 | |
| 8 | FNLC |
First Bancorp, Inc /ME/
|
24,717 | $860,645 |
All Filings in WSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,835 | 10,603 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $365,697 | 10,603 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $352,443 | 10,603 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $338,553 | 10,603 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $338,535 | 10,703 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $336,318 | 10,863 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $205,490 | 6,315 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||