Position in WBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,463
New position
Shares Held
150
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#457
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BARRETT & COMPANY, INC. holds $4,836,246 across 9 Banks - Regional names. WBS ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
9,029 | $2,148,992 | |
| 2 | NEWT |
NewtekOne, Inc.
|
129,618 | $1,919,642 | |
| 3 | EBC |
Eastern Bankshares, Inc.
|
13,545 | $301,240 | |
| 4 | NBBK |
NB Bancorp, Inc.
|
10,000 | $211,300 | |
| 5 | WASH |
Washington Trust Bancorp Inc
|
5,482 | $199,983 | |
| 6 | USB |
US Bancorp De
|
300 | $18,120 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
218 | $15,275 | |
| 8 | WBS |
Webster Financial Corp
This page
|
150 | $11,463 |
All Filings in WBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,463 | 150 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||