Position in WBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$96,136
+$8,806 QoQ
Shares Held
1,258
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#408
of 536 holders
Holding Since
Jun 2023
12 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, 2026UNION SAVINGS BANK holds $468,234 across 6 Banks - Regional names. WBS ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
3,738 | $184,545 | |
| 2 | TFC |
Truist Financial Corp
|
2,159 | $107,560 | |
| 3 | WBS |
Webster Financial Corp
This page
|
1,258 | $96,136 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
212 | $52,198 | |
| 5 | RF |
Regions Financial Corp
|
859 | $25,941 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
12 | $1,854 |
All Filings in WBS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,136 | 1,258 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $87,330 | 1,258 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $79,178 | 1,258 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $68,686 | 1,258 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,849 | 1,258 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $69,466 | 1,258 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $58,635 | 1,258 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $54,836 | 1,258 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $63,868 | 1,258 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $63,856 | 1,258 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $50,709 | 1,258 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $47,489 | 1,258 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||