Aaron Wealth Advisors’s Webster Financial WBS Stock Holding History

Aaron Wealth Advisors’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$402K	Buy	5,262 +25	+0.5%	+$1.82K	0.02%	491
2026 Q1	$364K	Sell	5,237 -611	-10%	-$41.8K	0.02%	489
2025 Q4	$368K	Buy	5,848 +2,330	+66%	+$138K	0.02%	518
2025 Q3	$209K	Buy	+3,518	New	+$210K	0.01%	617
2022 Q2	–	Sell	-21,886	Closed	-$390K	–	841
2022 Q1	$390K	Buy	+21,886	New	+$1.3M	0.01%	586

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's WBS Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Webster Financial (WBS) stake by 0.48% in Q2 2026, buying an estimated $1.82K and bringing the position to 5,262 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #491.

Aaron Wealth Advisors first reported a position in WBS in Q1 2022 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Aaron Wealth Advisors held 5,262 shares of Webster Financial worth $402K as of Q2 2026.
Aaron Wealth Advisors bought 25 Webster Financial shares in Q2 2026, an estimated $1.82K.
Webster Financial made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #491 holding.
Aaron Wealth Advisors first reported a position in Webster Financial in Q1 2022 and has held it in 5 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.