Position in WBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,367,918
-$93,025 QoQ
Shares Held
17,900
-14.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#234
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $16,077,002 across 14 Banks - Regional names. WBS ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
167,942 | $4,062,516 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,211 | $2,514,152 | |
| 3 | MTB |
M&T Bank Corp
|
6,263 | $1,490,656 | |
| 4 | WBS |
Webster Financial Corp
This page
|
17,900 | $1,367,918 | |
| 5 | EBC |
Eastern Bankshares, Inc.
|
58,604 | $1,303,352 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
34,246 | $1,156,144 | |
| 7 | TFC |
Truist Financial Corp
|
17,395 | $866,618 | |
| 8 | KEY |
Keycorp /New/
|
32,664 | $752,905 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,918 | 17,900 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,460,943 | 21,045 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,265,219 | 20,102 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $935,526 | 15,739 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,100,408 | 20,154 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,022,906 | 19,843 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,104,620 | 20,004 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $930,102 | 19,955 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $941,631 | 21,602 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,064,697 | 20,971 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $999,261 | 19,686 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,452,127 | 36,024 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $750,885 | 19,891 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $811,500 | 20,586 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $977,760 | 20,654 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $930,577 | 20,588 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $872,125 | 20,691 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,160,056 | 20,671 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,173,086 | 21,008 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,157,383 | 21,252 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $847,892 | 15,896 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $876,028 | 15,896 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $854,296 | 20,268 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $554,926 | 21,012 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $437,132 | 15,279 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $341,759 | 14,924 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||