AGWCA
WBS

Annis Gardner Whiting Capital Advisors’s Webster Financial WBS Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-10
Closed -$695 – 1244
2026
Q1 		$695 Hold
10
– – ﹤0.01% 1187
2025
Q4 		$630 Buy
10
+7
+233% +$416 ﹤0.01% 1097
2025
Q3 		$179 Sell
3
-151
-98% -$9K ﹤0.01% 1151
2025
Q2 		$8.41K Buy
+154
New +$7.68K ﹤0.01% 760

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

Annis Gardner Whiting Capital Advisors's WBS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 10 shares — an estimated $695 sold.

Annis Gardner Whiting Capital Advisors first reported a position in WBS in Q2 2025 and held it in 4 quarters. The position peaked at $8.41K in Q2 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 10 Webster Financial shares in Q2 2026, an estimated $695.
  • Annis Gardner Whiting Capital Advisors first reported a position in Webster Financial in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Webster Financial position peaked at $8.41K in Q2 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.