Position in WSBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,112
-$23,086 QoQ
Shares Held
339
-76.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $16,738,784 across 112 Banks - Regional names. WSBF ranks #68 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
51,857 | $2,697,082 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
11,567 | $2,406,977 | |
| 3 | ASB |
Associated Banc-Corp
|
92,942 | $2,403,480 | |
| 4 | ISBA |
Isabella Bank Corp
|
27,021 | $1,234,049 | |
| 5 | FITB |
Fifth Third Bancorp
|
23,823 | $1,106,816 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
64,475 | $1,009,033 | |
| 7 | TFC |
Truist Financial Corp
|
16,474 | $757,309 | |
| 8 | NIC |
Nicolet Bankshares Inc
|
4,419 | $656,751 |
All Filings in WSBF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,112 | 339 | Shares | Sole | 2026-05-15 | |
| 2021-09-30 | $29,198 | 1,425 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,015 | 1,425 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,098 | 1,425 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||