Bay Harbor Wealth Management, LLC

Position in WBS — Webster Financial Corp

CIK 1767989 Hunt Valley, MD

Position in WBS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,222

+$112 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#510

of 536 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $156,723 across 69 Banks - Regional names. WBS ranks #29 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHBI	Shore Bancshares Inc	1,000	$22,950
2	PNC	Pnc Financial Services Group, Inc.	57	$14,034
3	USB	US Bancorp \De\	212	$12,804
4	TFC	Truist Financial Corp	191	$9,515
5	FITB	Fifth Third Bancorp	149	$8,399
6	MTB	M&T Bank Corp	28	$6,664
7	CFG	Citizens Financial Group Inc/Ri	87	$6,096
8	HBAN	Huntington Bancshares Inc /Md/	309	$5,478

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,222	16	0.0%	Shares	Other	2026-07-28
2026-03-31	$1,110	16	+23.1%	Shares	Other	2026-04-14
2025-12-31	$818	13	+18.2%	Shares	Other	2026-02-02
2025-09-30	$653	11	+37.5%	Shares	Other	2025-10-09
2025-06-30	$436	8	+60.0%	Shares	Sole	2025-07-22
2025-03-31	$257	5	-90.9%	Shares	Sole	2025-05-12
2024-03-31	$2,792	55	-1.8%	Shares	Other	2024-04-22
2023-12-31	$2,842	56	0.0%	Shares	Other	2024-01-26
2023-09-30	$2,257	56	-8.2%	Shares	Other	2023-10-25
2023-06-30	$2,302	61	+35.6%	Shares	Other	2023-07-19
2023-03-31	$1,773	45	—	Shares	Other	2023-05-03
No filing history on record for this holder in this stock.