New York Life Investment Management LLC
Position in WBS — Webster Financial Corp
CIK 1133639
New York, NY
Position in WBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,531,967
+$916,232 QoQ
Shares Held
72,389
+8.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 536 holders
Holding Since
Jun 2023
8 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, 2026New York Life Investment Management LLC holds $80,941,697 across 17 Banks - Regional names. WBS ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
59,920 | $14,753,502 | |
| 2 | USB |
US Bancorp \De\
|
230,911 | $13,947,024 | |
| 3 | TFC |
Truist Financial Corp
|
173,529 | $8,645,214 | |
| 4 | FITB |
Fifth Third Bancorp
|
135,131 | $7,617,334 | |
| 5 | WBS |
Webster Financial Corp
This page
|
72,389 | $5,531,967 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
303,503 | $5,381,108 | |
| 7 | MTB |
M&T Bank Corp
|
21,923 | $5,217,893 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
63,253 | $4,432,137 |
All Filings in WBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,531,967 | 72,389 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,615,735 | 66,490 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $471,357 | 7,489 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,027,836 | 17,292 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $974,610 | 17,850 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $941,406 | 18,262 | Shares | Sole | 2025-05-08 | |
| 2023-09-30 | $733,238 | 18,190 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $326,726 | 8,655 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||