Atria Investments, Inc

Position in WBS — Webster Financial Corp

CIK 1535865 Charlotte, NC

Position in WBS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$679,526

+$387,338 QoQ

Shares Held

8,892

+111.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#277

of 536 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. WBS ranks #42 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	65,354	$16,091,461
2	USB	US Bancorp \De\	193,924	$11,713,009
3	PNFP	Pinnacle Financial Partners, Inc.	65,020	$6,559,217
4	TFC	Truist Financial Corp	97,766	$4,870,702
5	FITB	Fifth Third Bancorp	64,043	$3,610,103
6	RF	Regions Financial Corp	102,153	$3,085,020
7	UMBF	Umb Financial Corp	16,041	$2,290,013
8	CFG	Citizens Financial Group Inc/Ri	31,425	$2,201,949

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,526	8,892	+111.3%	Shares	Sole	2026-07-28
2026-03-31	$292,188	4,209	-79.2%	Shares	Sole	2026-05-05
2025-12-31	$1,272,332	20,215	-4.7%	Shares	Sole	2026-02-05
2025-09-30	$1,260,841	21,212	-4.6%	Shares	Sole	2025-11-06
2025-06-30	$1,213,594	22,227	-9.3%	Shares	Sole	2025-08-04
2025-03-31	$1,263,129	24,503	+18.6%	Shares	Sole	2025-05-06
2024-12-31	$1,141,066	20,664	-2.1%	Shares	Sole	2025-02-06
2024-09-30	$983,797	21,107	+3.8%	Shares	Sole	2024-11-01
2024-06-30	$886,402	20,335	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$1,049,263	20,667	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.