One Charles Private Wealth Services, LLC
Position in WBS — Webster Financial Corp
CIK 1800938
HINGHAM, MA
Position in WBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$302,164
-$22,027 QoQ
Shares Held
3,954
-15.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#360
of 536 holders
Holding Since
Jun 2025
5 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, 2026One Charles Private Wealth Services, LLC holds $302,164 across 1 Banks - Regional name. WBS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
This page
|
3,954 | $302,164 |
All Filings in WBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,164 | 3,954 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $324,191 | 4,670 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $311,615 | 4,951 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $294,287 | 4,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $270,324 | 4,951 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||