Position in WBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$535,704
+$237,198 QoQ
Shares Held
7,010
+63.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#300
of 536 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $12,288,520 across 13 Banks - Regional names. WBS ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
10,502 | $2,499,581 | |
| 2 | USB |
US Bancorp \De\
|
37,265 | $2,250,806 | |
| 3 | WASH |
Washington Trust Bancorp Inc
|
47,714 | $1,740,606 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 5 | EWBC |
East West Bancorp Inc
|
8,684 | $1,121,017 | |
| 6 | KEY |
Keycorp /New/
|
44,180 | $1,018,349 | |
| 7 | WBS |
Webster Financial Corp
This page
|
7,010 | $535,704 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
3,371 | $520,886 |
All Filings in WBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,704 | 7,010 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $298,506 | 4,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $270,642 | 4,300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $303,560 | 5,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $278,842 | 5,107 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $263,265 | 5,107 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $319,779 | 5,791 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $329,066 | 7,060 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $307,745 | 7,060 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $409,206 | 8,060 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $409,125 | 8,060 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $457,635 | 9,667 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $436,948 | 9,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $407,464 | 9,667 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $514,452 | 9,167 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $271,773 | 4,867 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $265,056 | 4,867 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $259,605 | 4,867 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $268,220 | 4,867 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $205,144 | 4,867 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $215,267 | 8,151 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||