O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in WBS — Webster Financial Corp

CIK 1423442 Stamford, CT

Position in WBS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,634,470

+$155,824 QoQ

Shares Held

21,388

+0.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#221

of 536 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $572,342,400 across 115 Banks - Regional names. WBS ranks #43 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	323,058	$76,891,034
2	TFC	Truist Financial Corp	1,136,870	$56,638,862
3	USB	US Bancorp \De\	776,225	$46,883,989
4	PNC	Pnc Financial Services Group, Inc.	174,618	$42,994,443
5	RF	Regions Financial Corp	1,359,360	$41,052,671
6	NWG	NatWest Group plc	1,411,034	$24,876,529
7	LYG	Lloyds Banking Group plc	3,471,365	$20,238,057
8	BPOP	Popular, Inc.	115,493	$18,961,640

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,634,470	21,388	+0.4%	Shares	Sole	2026-08-13
2026-03-31	$1,478,646	21,300	+19.9%	Shares	Sole	2026-05-13
2025-12-31	$1,117,688	17,758	+8.3%	Shares	Sole	2026-02-11
2025-09-30	$974,340	16,392	+53.3%	Shares	Sole	2025-11-13
2025-06-30	$583,892	10,694	-2.1%	Shares	Sole	2025-08-12
2025-03-31	$563,132	10,924	+19.6%	Shares	Sole	2025-05-13
2024-12-31	$504,545	9,137	+16.8%	Shares	Sole	2025-02-12
2024-09-30	$364,536	7,821	+25.9%	Shares	Sole	2024-11-12
2024-06-30	$270,824	6,213	+7.3%	Shares	Sole	2024-08-14
2024-03-31	$294,059	5,792	+25.6%	Shares	Sole	2024-05-13
2023-12-31	$234,105	4,612	+76766.7%	Shares	Sole	2024-02-09
2021-09-30	$326	6	0.0%	Shares	Sole	2021-11-10
2021-06-30	$320	6	0.0%	Shares	Sole	2021-08-09
2021-03-31	$330	6	-99.9%	Shares	Sole	2021-05-14
2020-12-31	$322,152	7,643	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.