Position in WBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,673,139
+$138,957 QoQ
Shares Held
21,894
-0.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#219
of 536 holders
Holding Since
Jun 2023
13 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, 2026Trust Investment Advisors holds $4,054,608 across 2 Banks - Regional names. WBS ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
33,987 | $2,381,469 | |
| 2 | WBS |
Webster Financial Corp
This page
|
21,894 | $1,673,139 |
All Filings in WBS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,139 | 21,894 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,534,182 | 22,100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,672,441 | 26,572 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,552,275 | 26,115 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,414,686 | 25,910 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,393,963 | 27,041 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,490,884 | 26,999 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,117,661 | 23,979 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,168,647 | 26,810 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,377,542 | 27,133 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,385,037 | 27,286 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,096,109 | 27,192 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,052,734 | 27,887 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||