New England Capital Financial Advisors LLC
Position in WBS — Webster Financial Corp
CIK 1964652
MERIDEN, CT
Position in WBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,471
+$3,135 QoQ
Shares Held
438
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#437
of 535 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $1,089,352 across 10 Banks - Regional names. WBS ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
14,284 | $805,189 | |
| 2 | RF |
Regions Financial Corp
|
5,707 | $172,351 | |
| 3 | WBS |
Webster Financial Corp
This page
|
438 | $33,471 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
198 | $19,974 | |
| 5 | USB |
US Bancorp De
|
287 | $17,334 | |
| 6 | AMAL |
Amalgamated Financial Corp.
|
300 | $13,770 | |
| 7 | BBT |
Beacon Financial Corp
|
351 | $10,687 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,319 | $7,689 |
All Filings in WBS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,471 | 438 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $30,336 | 437 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,930 | 126 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,430 | 125 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,770 | 124 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,340 | 123 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,736 | 122 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,639 | 121 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,230 | 120 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,041 | 119 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,989 | 118 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $26,564 | 659 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $24,688 | 654 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $25,465 | 646 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $30,392 | 642 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||