Beverly Hills Private Wealth, LLC
Position in WBS — Webster Financial Corp
CIK 1965710
BEVERLY HILLS, CA
Position in WBS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$337,172
+$22,221 QoQ
Shares Held
4,857
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Beverly Hills Private Wealth, LLC holds $6,630,575 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFSL |
TFS Financial CORP
|
374,186 | $6,630,575 |
All Filings in WBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,172 | 4,857 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $314,951 | 5,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $303,559 | 5,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $289,816 | 5,308 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $312,289 | 6,058 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $320,055 | 5,796 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $301,332 | 6,465 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $342,224 | 7,851 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $421,745 | 8,307 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $449,935 | 8,864 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $386,773 | 9,595 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $724,460 | 19,191 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $370,114 | 9,389 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $363,429 | 7,677 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||