SEC 13F Intelligence

Spurstone Advisory Services, LLC / WBS

Spurstone Advisory Services, LLC’s Webster Finl Corp Position

Does Spurstone Advisory Services, LLC own Webster Finl Corp (WBS)? Yes — 1.1K shares worth $76,640 (+1.31% of its 13F portfolio) as of Q1 2026.

Position Value
$76,640
Q1 2026
Shares
1.1K
% of Portfolio
+1.31%
Quarters Held
6
currently held

Position History WBS

Reported value by quarter
Q4 ’24: $60,962Q4 ’24Q1 ’25: $56,911Q1 ’25Q2 ’25: $60,278Q2 ’25Q3 ’25: $65,621Q3 ’25Q4 ’25: $69,486Q4 ’25Q1 ’26: $76,640Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.1K$76,640+1.31%
Q4 20251.1K$69,486+1.09%
Q3 20251.1K$65,621+0.94%
Q2 20251.1K$60,278+0.91%
Q1 20251.1K$56,911+1.11%
Q4 20241.1K$60,962+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spurstone Advisory Services, LLC’s full portfolio or all institutional holders of WBS.