Position in WBS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$158,207
+$15,774 QoQ
Shares Held
2,279
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NBT BANK N A /NY holds $14,852,712 across 29 Banks - Regional names. WBS ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
260,470 | $11,090,811 | |
| 2 | USB |
US Bancorp \De\
|
36,210 | $1,883,280 | |
| 3 | TFC |
Truist Financial Corp
|
17,739 | $815,460 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
10,000 | $297,800 | |
| 5 | WBS |
Webster Financial Corp
This page
|
2,279 | $158,207 | |
| 6 | MTB |
M&T Bank Corp
|
667 | $137,882 | |
| 7 | KEY |
Keycorp /New/
|
4,723 | $94,696 | |
| 8 | CZFS |
Citizens Financial Services Inc
|
1,210 | $73,991 |
All Filings in WBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,207 | 2,279 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $142,433 | 2,263 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $134,274 | 2,259 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $204,913 | 3,753 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $193,467 | 3,753 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $207,240 | 3,753 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $174,880 | 3,752 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,266 | 52 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $2,589 | 51 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,588 | 51 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||