Houlihan Financial Resource Group, Ltd.
Position in WBS — Webster Financial Corp
CIK 1802879
ASHBURN, VA
Position in WBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,190,241
+$109,025 QoQ
Shares Held
15,575
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#240
of 536 holders
Holding Since
Dec 2022
12 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, 2026Houlihan Financial Resource Group, Ltd. holds $1,432,914 across 2 Banks - Regional names. WBS ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
This page
|
15,575 | $1,190,241 | |
| 2 | TFC |
Truist Financial Corp
|
4,871 | $242,673 |
All Filings in WBS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,241 | 15,575 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,081,216 | 15,575 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $980,290 | 15,575 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $850,395 | 15,575 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $802,891 | 15,575 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $860,051 | 15,575 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $725,950 | 15,575 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $790,742 | 15,575 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $790,587 | 15,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $627,828 | 15,575 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $613,966 | 15,575 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $737,320 | 15,575 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||