AWM
WBS

Activest Wealth Management’s Webster Financial WBS Stock Holding History

Activest Wealth Management’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 		$306 Hold
4
– – ﹤0.01% 1120
2026
Q1 		$278 Buy
+4
New +$274 ﹤0.01% 1109
2025
Q4 		– Sell
-1
Closed -$59 – 1315
2025
Q3 		$59 Hold
1
– – ﹤0.01% 1081
2025
Q2 		$55 Sell
1
-72
-99% -$3.59K ﹤0.01% 992
2025
Q1 		$3.76K Buy
+73
New +$4.06K ﹤0.01% 547

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Activest Wealth Management's WBS Position: Q2 2026 in Review

Activest Wealth Management held its Webster Financial (WBS) position steady in Q2 2026 at 4 shares worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Activest Wealth Management first reported a position in WBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.76K in Q1 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Activest Wealth Management held 4 shares of Webster Financial worth $306 as of Q2 2026.
  • Activest Wealth Management left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1120 holding.
  • Activest Wealth Management first reported a position in Webster Financial in Q1 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Webster Financial position peaked at $3.76K in Q1 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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