Position in WBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$84,367
+$7,728 QoQ
Shares Held
1,104
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#413
of 536 holders
Holding Since
Dec 2024
7 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, 2026Spurstone Advisory Services, LLC holds $143,381 across 2 Banks - Regional names. WBS ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
This page
|
1,104 | $84,367 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
585 | $59,014 |
All Filings in WBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,367 | 1,104 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $76,639 | 1,104 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $69,485 | 1,104 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $65,621 | 1,104 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $60,278 | 1,104 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $56,911 | 1,104 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $60,962 | 1,104 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||