Position in WBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$480,299
+$273,982 QoQ
Shares Held
6,285
+91.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#309
of 536 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $9,985,091 across 15 Banks - Regional names. WBS ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
27,569 | $1,931,759 | |
| 2 | NU |
Nu Holdings Ltd.
|
118,793 | $1,587,074 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
8,667 | $1,339,224 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,389 | $1,080,659 | |
| 5 | USB |
US Bancorp \De\
|
9,387 | $566,974 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,317 | $525,199 | |
| 7 | EWBC |
East West Bancorp Inc
|
3,911 | $504,870 | |
| 8 | WBS |
Webster Financial Corp
This page
|
6,285 | $480,299 |
All Filings in WBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,299 | 6,285 | Shares | Other | 2026-07-31 | |
| 2025-12-31 | $206,317 | 3,278 | Shares | Sole | 2026-01-27 | |
| 2023-03-31 | $748,231 | 18,981 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $96,100 | 2,030 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||