AF
WBS

Allworth Financial’s Webster Financial WBS Stock Holding History

Allworth Financial’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 		$95.4K Sell
1,248
-2,343
-65% -$170K ﹤0.01% 1961
2026
Q1 		$249K Buy
3,591
+2,266
+171% +$155K ﹤0.01% 1272
2025
Q4 		$83.4K Sell
1,325
-87
-6% -$5.17K ﹤0.01% 1862
2025
Q3 		$83.9K Buy
1,412
+158
+13% +$9.41K ﹤0.01% 1776
2025
Q2 		$68.5K Buy
1,254
+313
+33% +$15.6K ﹤0.01% 1754
2025
Q1 		$45.1K Buy
941
+286
+44% +$15.9K ﹤0.01% 1603
2024
Q4 		$38.8K Buy
655
+43
+7% +$2.36K ﹤0.01% 1705
2024
Q3 		$28.5K Buy
612
+16
+3% +$734 ﹤0.01% 1689
2024
Q2 		$28.5K Buy
596
+15
+3% +$668 ﹤0.01% 1654
2024
Q1 		$29.5K Buy
581
+4
+0.7% +$196 ﹤0.01% 1547
2023
Q4 		$29.3K Buy
577
+27
+5% +$1.17K ﹤0.01% 1424
2023
Q3 		$22.2K Buy
550
+111
+25% +$4.72K ﹤0.01% 1453
2023
Q2 		$16.6K Buy
439
+396
+921% +$14.6K ﹤0.01% 1659
2023
Q1 		$1.7K Sell
43
-424
-91% -$20.4K ﹤0.01% 2474
2022
Q4 		$22.1K Buy
467
+36
+8% +$1.8K ﹤0.01% 1316
2022
Q3 		$19K Buy
431
+420
+3,818% +$19.4K ﹤0.01% 1326
2022
Q2 		$0 Sell
11
-246
-96% -$11.8K ﹤0.01% 2856
2022
Q1 		$14K Buy
257
+19
+8% +$1.13K ﹤0.01% 1387
2021
Q4 		$13K Hold
238
– – ﹤0.01% 1305
2021
Q3 		$13K Buy
+238
New +$11.8K ﹤0.01% 1202

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

Allworth Financial's WBS Position: Q2 2026 in Review

Allworth Financial reduced its Webster Financial (WBS) stake by 65% in Q2 2026, selling an estimated $170K and leaving 1,248 shares worth $95.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Allworth Financial first reported a position in WBS in Q3 2021 and has held it in 20 quarters since. The position peaked at $249K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Allworth Financial held 1,248 shares of Webster Financial worth $95.4K as of Q2 2026.
  • Allworth Financial sold 2,343 Webster Financial shares in Q2 2026, an estimated $170K.
  • Webster Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1961 holding.
  • Allworth Financial first reported a position in Webster Financial in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Webster Financial position peaked at $249K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.