Position in WBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$283,136
+$2,749 QoQ
Shares Held
3,705
-8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#368
of 536 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Investmark Advisory Group LLC holds $283,136 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
|
3,705 | $283,136 |
All Filings in WBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,136 | 3,705 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $280,387 | 4,039 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $253,270 | 4,024 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $261,773 | 4,404 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $239,257 | 4,382 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||