AO
WBS

Advisor OS’s Webster Financial WBS Stock Holding History

Advisor OS’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 		$210K Buy
+2,746
New +$200K 0.01% 555

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

Advisor OS's WBS Position: Q2 2026 in Review

Advisor OS opened a new position in Webster Financial (WBS) in Q2 2026: 2,746 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings.

536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Advisor OS held 2,746 shares of Webster Financial worth $210K as of Q2 2026.
  • Webster Financial was a new Advisor OS position in Q2 2026.
  • Webster Financial made up 0.01% of Advisor OS's portfolio in Q2 2026, its #555 holding.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.