WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in WBS — Webster Financial Corp

CIK 1632972 PLYMOUTH, MN

Position in WBS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,110,141

-$1,764,878 QoQ

Shares Held

40,698

-42.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#177

of 536 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. WBS ranks #28 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	291,021	$71,655,190
2	USB	US Bancorp \De\	582,496	$35,182,758
3	TFC	Truist Financial Corp	606,292	$30,205,467
4	MTB	M&T Bank Corp	84,778	$20,178,011
5	BPOP	Popular, Inc.	87,108	$14,301,391
6	CFG	Citizens Financial Group Inc/Ri	198,819	$13,931,247
7	HBAN	Huntington Bancshares Inc /Md/	737,223	$13,070,963
8	EWBC	East West Bancorp Inc	82,955	$10,708,660

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,110,141	40,698	-42.0%	Shares	Sole	2026-07-15
2026-03-31	$4,875,019	70,225	+94.1%	Shares	Sole	2026-04-08
2025-12-31	$2,277,358	36,183	-0.3%	Shares	Sole	2026-01-08
2025-09-30	$2,157,374	36,295	+5.3%	Shares	Sole	2025-10-29
2025-06-30	$1,881,625	34,462	+122.1%	Shares	Sole	2025-07-10
2025-03-31	$799,901	15,517	+42.8%	Shares	Sole	2025-04-16
2024-12-31	$599,910	10,864	+15.5%	Shares	Sole	2025-03-17
2024-09-30	$438,367	9,405	+1.0%	Shares	Sole	2024-10-24
2024-06-30	$405,953	9,313	-3.4%	Shares	Sole	2024-07-16
2024-03-31	$489,270	9,637	+2.6%	Shares	Sole	2024-04-15
2023-12-31	$476,585	9,389	-14.0%	Shares	Sole	2024-01-30
2023-09-30	$439,943	10,914	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.