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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

WBS holding history

Webster Financial Corp in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WBS overviewAll 13F holders of WBSFull Q2 2026 holdings

Shares (Q2 2026)
2,746
Value
$209.8K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of WBS by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,746$209.8K<0.1%+2,746NewHolders