Steward Partners Investment Advisory, LLC
Position in WSBK — Winchester Bancorp, Inc./MD/
CIK 1723397
STAMFORD, CT
Position in WSBK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,328
+$8,416 QoQ
Shares Held
19,127
0.0% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 21 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $75,763,532 across 130 Banks - Regional names. WSBK ranks #48 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in WSBK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,328 | 19,127 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $242,912 | 19,127 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $199,877 | 19,127 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $102,662 | 10,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,375 | 2,500 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||