WETZEL INVESTMENT ADVISORS, INC.
Position in WBS — Webster Financial Corp
CIK 2009211
INDIANAPOLIS, IN
Position in WBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$305,680
+$28,000 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#358
of 536 holders
Holding Since
Dec 2023
10 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, 2026WETZEL INVESTMENT ADVISORS, INC. holds $1,146,438 across 2 Banks - Regional names. WBS ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
14,915 | $840,758 | |
| 2 | WBS |
Webster Financial Corp
This page
|
4,000 | $305,680 |
All Filings in WBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,680 | 4,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $277,680 | 4,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $251,760 | 4,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $237,760 | 4,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $229,320 | 4,200 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $216,510 | 4,200 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $231,924 | 4,200 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $204,873 | 4,700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $238,619 | 4,700 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $238,572 | 4,700 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||