United Financial Planning Group LLC
Position in WBS — Webster Financial Corp
CIK 2088337
HAUPPAUGE, NY
Position in WBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,340
+$1,680 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#448
of 536 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $162,947 across 13 Banks - Regional names. WBS ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
713 | $43,065 | |
| 2 | OCFC |
Oceanfirst Financial Corp
|
956 | $18,670 | |
| 3 | WBS |
Webster Financial Corp
This page
|
240 | $18,340 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
182 | $12,752 | |
| 5 | BAP |
Credicorp Ltd
|
30 | $11,687 | |
| 6 | NWG |
NatWest Group plc
|
480 | $8,462 | |
| 7 | FHN |
First Horizon Corp
|
323 | $8,281 | |
| 8 | BPOP |
Popular, Inc.
|
48 | $7,880 |
All Filings in WBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,340 | 240 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,660 | 240 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,405 | 70 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||