Advisory Research’s Webster Financial WBS Stock Holding History

Advisory Research’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	$915K	Sell	11,974 -18,994	-61%	-$1.38M	0.09%	114
2026 Q1	$2.15M	Sell	30,968 -13,882	-31%	-$950K	0.26%	71
2025 Q4	$2.82M	Sell	44,850 -2,682	-6%	-$159K	0.35%	55
2025 Q3	$2.83M	Hold	47,532	–	–	0.37%	58
2025 Q2	$2.6M	Sell	47,532 -4,570	-9%	-$228K	0.4%	58
2025 Q1	$2.69M	Sell	52,102 -260	-0.5%	-$14.5K	0.47%	51
2024 Q4	$2.89M	Hold	52,362	–	–	0.48%	50
2024 Q3	$2.44M	Sell	52,362 -2,243	-4%	-$103K	0.43%	53
2024 Q2	$2.38M	Sell	54,605 -101	-0.2%	-$4.5K	0.45%	53
2024 Q1	$2.78M	Buy	54,706 +1,840	+3%	+$90K	0.55%	45
2023 Q4	$2.68M	Sell	52,866 -5,517	-9%	-$238K	0.41%	60
2023 Q3	$2.35M	Sell	58,383 -275	-0.5%	-$11.7K	0.33%	80
2023 Q2	$2.21M	Buy	58,658 +2,451	+4%	+$90.5K	0.28%	94
2023 Q1	$2.22M	Sell	56,207 -1,074	-2%	-$51.5K	0.36%	74
2022 Q4	$2.71M	Sell	57,281 -2,219	-4%	-$111K	0.26%	63
2022 Q3	$2.69M	Sell	59,500 -554	-0.9%	-$25.6K	0.26%	71
2022 Q2	$2.53M	Sell	60,054 -9,500	-14%	-$458K	0.25%	73
2022 Q1	$3.9M	Buy	+69,554	New	+$4.13M	0.31%	58

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

Advisory Research's WBS Position: Q2 2026 in Review

Advisory Research reduced its Webster Financial (WBS) stake by 61% in Q2 2026, selling an estimated $1.38M and leaving 11,974 shares worth $915K. The position accounts for 0.09% of the portfolio, ranked #114.

Advisory Research first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.9M in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Advisory Research held 11,974 shares of Webster Financial worth $915K as of Q2 2026.
Advisory Research sold 18,994 Webster Financial shares in Q2 2026, an estimated $1.38M.
Webster Financial made up 0.09% of Advisory Research's portfolio in Q2 2026, its #114 holding.
Advisory Research first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
Advisory Research's Webster Financial position peaked at $3.9M in Q1 2022.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.