Circle Wealth Management, LLC

Position in WBS — Webster Financial Corp

CIK 1578242 SUMMIT, NJ

Position in WBS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$723,697

+$45,464 QoQ

Shares Held

9,470

-3.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#272

of 540 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Circle Wealth Management, LLC holds $2,529,520 across 4 Banks - Regional names. WBS ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	85,491	$1,142,159
2	WBS	Webster Financial Corp This page	9,470	$723,697
3	PNC	Pnc Financial Services Group, Inc.	1,881	$463,139
4	TFC	Truist Financial Corp	4,025	$200,525

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,697	9,470	-3.1%	Shares	Sole	2026-08-12
2026-03-31	$678,233	9,770	-4.9%	Shares	Sole	2026-05-12
2025-12-31	$646,393	10,270	0.0%	Shares	Sole	2026-02-13
2025-09-30	$610,448	10,270	0.0%	Shares	Sole	2025-11-14
2025-06-30	$560,742	10,270	+7.2%	Shares	Sole	2025-08-14
2025-03-31	$493,952	9,582	+0.1%	Shares	Sole	2025-05-14
2024-12-31	$528,400	9,569	-23.2%	Shares	Sole	2025-02-14
2024-09-30	$580,900	12,463	-2.0%	Shares	Sole	2024-11-14
2024-06-30	$554,116	12,712	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$644,271	12,690	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$643,078	12,669	-0.1%	Shares	Sole	2024-02-15
2023-09-30	$511,130	12,680	-4.3%	Shares	Sole	2023-11-15
2023-06-30	$500,225	13,251	-4.8%	Shares	Sole	2023-08-11
2023-03-31	$548,923	13,925	-49.3%	Shares	Sole	2023-05-09
2022-12-31	$1,300,051	27,462	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,239,836	27,430	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$1,145,004	27,165	-27.4%	Shares	Sole	2022-08-12
2022-03-31	$2,099,111	37,404	+264.1%	Shares	Sole	2022-05-16
2021-12-31	$573,700	10,274	+5.1%	Shares	Sole	2022-02-14
2021-09-30	$532,128	9,771	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$520,971	9,767	+0.0%	Shares	Sole	2021-08-16
2021-03-31	$538,094	9,764	+0.0%	Shares	Sole	2021-05-17
2020-12-31	$411,426	9,761	-2.0%	Shares	Sole	2021-02-18
2020-09-30	$262,964	9,957	+0.1%	Shares	Sole	2020-11-16
2020-06-30	$284,698	9,951	+3.2%	Shares	Sole	2020-08-14
2020-03-31	$220,870	9,645	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.