Steward Partners Investment Advisory, LLC
Position in WBS — Webster Financial Corp
CIK 1723397
STAMFORD, CT
Position in WBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,154,706
+$933,951 QoQ
Shares Held
15,110
+375.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 536 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $75,763,532 across 130 Banks - Regional names. WBS ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp \De\
|
56,496 | $3,412,358 |
All Filings in WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,706 | 15,110 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $220,755 | 3,180 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $187,372 | 2,977 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $176,715 | 2,973 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $164,619 | 3,015 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $156,454 | 3,035 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $177,808 | 3,220 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $150,969 | 3,239 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $148,511 | 3,407 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $291,013 | 5,732 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $251,414 | 4,953 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $191,754 | 4,757 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $172,366 | 4,566 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $150,623 | 3,821 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,555,707 | 75,110 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,548,832 | 78,514 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,213,347 | 76,236 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $225,265 | 4,014 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $202,196 | 3,621 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $271,374 | 4,983 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $359,884 | 6,747 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $623,514 | 11,314 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $346,557 | 8,222 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $161,523 | 6,116 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $179,756 | 6,283 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $137,377 | 5,999 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||