AG
WBS

AmeriFlex Group’s Webster Financial WBS Stock Holding History

AmeriFlex Group’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 		$4.36K Buy
+57
New +$4.14K ﹤0.01% 1066
2026
Q1 		– Sell
-111
Closed -$6.99K – 1171
2025
Q4 		$6.99K Sell
111
-111
-50% -$6.59K ﹤0.01% 780
2025
Q3 		$13.2K Buy
+222
New +$13.2K ﹤0.01% 721

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

AmeriFlex Group's WBS Position: Q2 2026 in Review

AmeriFlex Group opened a new position in Webster Financial (WBS) in Q2 2026: 57 shares worth $4.36K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in WBS as recently as Q4 2025.

AmeriFlex Group first reported a position in WBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • AmeriFlex Group held 57 shares of Webster Financial worth $4.36K as of Q2 2026.
  • Webster Financial was a new AmeriFlex Group position in Q2 2026.
  • Webster Financial made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1066 holding.
  • AmeriFlex Group first reported a position in Webster Financial in Q3 2025 and has held it in 3 quarters since.
  • AmeriFlex Group's Webster Financial position peaked at $13.2K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.