Position in WSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,165,707
+$381,750 QoQ
Shares Held
29,867
+31.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 344 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in WSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,950,889,233 across 105 Banks - Regional names. WSBC ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in WSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,707 | 29,867 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $783,957 | 22,730 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $700,100 | 21,062 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $651,275 | 20,397 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $650,090 | 20,553 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $638,053 | 20,609 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $653,793 | 20,092 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $578,534 | 19,427 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $550,857 | 19,737 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $605,946 | 20,327 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $787,856 | 25,115 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $630,131 | 25,804 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $662,912 | 25,885 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $896,930 | 29,216 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $959,371 | 25,943 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $818,365 | 24,524 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $833,844 | 26,296 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $890,301 | 25,911 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $886,226 | 25,328 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $888,464 | 26,070 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $903,112 | 25,347 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $909,828 | 25,231 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $994,671 | 33,200 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $559,032 | 26,172 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $135,954 | 6,694 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $221,808 | 9,359 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||