Beacon Pointe Advisors, LLC

Position in WBS — Webster Financial Corp

CIK 1744317 NEWPORT BEACH, CA

Position in WBS

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$617,626

+$312,942 QoQ

Shares Held

8,082

+84.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#289

of 536 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $73,716,083 across 38 Banks - Regional names. WBS ranks #20 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GBCI	Glacier Bancorp, Inc.	550,566	$28,398,194
2	USB	US Bancorp \De\	107,970	$6,521,388
3	PNC	Pnc Financial Services Group, Inc.	25,810	$6,354,938
4	FBNC	First Bancorp /Nc/	62,033	$3,965,769
5	SSB	SouthState Bank Corp	28,572	$2,854,342
6	FITB	Fifth Third Bancorp	44,896	$2,530,787
7	RF	Regions Financial Corp	71,456	$2,157,971
8	TFC	Truist Financial Corp	34,709	$1,729,202

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,626	8,082	+84.1%	Shares	Sole	2026-08-18
2026-03-31	$304,684	4,389	-50.0%	Shares	Sole	2026-05-15
2024-09-30	$409,375	8,783	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$390,174	8,951	-18.6%	Shares	Sole	2024-08-12
2024-03-31	$558,419	10,999	+2.2%	Shares	Sole	2024-05-14
2023-12-31	$546,076	10,758	+29.5%	Shares	Sole	2024-02-08
2023-09-30	$334,935	8,309	+4.7%	Shares	Sole	2023-11-14
2023-06-30	$299,546	7,935	-3.2%	Shares	Sole	2023-08-14
2023-03-31	$323,165	8,198	-16.6%	Shares	Sole	2023-05-12
2022-12-31	$465,494	9,833	+8.4%	Shares	Sole	2023-02-14
2022-09-30	$409,873	9,068	-13.8%	Shares	Sole	2022-11-09
2022-06-30	$443,333	10,518	-5.4%	Shares	Sole	2022-08-11
2022-03-31	$623,886	11,117	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.