AWA
WBS

Arkadios Wealth Advisors’s Webster Financial WBS Stock Holding History

Arkadios Wealth 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 		$778K Sell
10,182
-477
-4% -$34.7K 0.01% 908
2026
Q1 		$740K Sell
10,659
-1,867
-15% -$128K 0.01% 924
2025
Q4 		$788K Buy
12,526
+116
+0.9% +$6.89K 0.02% 811
2025
Q3 		$738K Buy
12,410
+292
+2% +$17.4K 0.02% 770
2025
Q2 		$662K Sell
12,118
-1,395
-10% -$69.5K 0.02% 739
2025
Q1 		$697K Sell
13,513
-359
-3% -$20K 0.03% 586
2024
Q4 		$766K Sell
13,872
-66,655
-83% -$3.66M 0.04% 398
2024
Q3 		$3.75M Buy
80,527
+2,172
+3% +$99.7K 0.21% 106
2024
Q2 		$3.42M Sell
78,355
-1,141
-1% -$50.8K 0.23% 91
2024
Q1 		$4.04M Buy
79,496
+1,243
+2% +$60.8K 0.31% 71
2023
Q4 		$3.97M Buy
78,253
+5,197
+7% +$225K 0.34% 64
2023
Q3 		$2.94M Buy
73,056
+24,831
+51% +$1.06M 0.28% 90
2023
Q2 		$1.82M Buy
48,225
+3,269
+7% +$121K 0.21% 120
2023
Q1 		$1.77M Buy
44,956
+5,432
+14% +$261K 0.21% 125
2022
Q4 		$1.87M Buy
39,524
+6,991
+21% +$350K 0.25% 109
2022
Q3 		$1.47M Buy
32,533
+7,506
+30% +$347K 0.22% 121
2022
Q2 		$1.05M Buy
25,027
+8,850
+55% +$426K 0.16% 167
2022
Q1 		$908K Buy
16,177
+9,343
+137% +$555K 0.12% 199
2021
Q4 		$382K Buy
6,834
+2,620
+62% +$148K 0.05% 390
2021
Q3 		$229K Buy
4,214
+800
+23% +$39.8K 0.03% 472
2021
Q2 		$182K Buy
3,414
+2,854
+510% +$158K 0.02% 557
2021
Q1 		$30K Buy
560
+382
+215% +$20.3K ﹤0.01% 850
2020
Q4 		$7K Buy
+178
New +$6.43K ﹤0.01% 1052

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

Arkadios Wealth Advisors's WBS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Webster Financial (WBS) stake by 4.5% in Q2 2026, selling an estimated $34.7K and leaving 10,182 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #908.

Arkadios Wealth Advisors first reported a position in WBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.04M in Q1 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Arkadios Wealth Advisors held 10,182 shares of Webster Financial worth $778K as of Q2 2026.
  • Arkadios Wealth Advisors sold 477 Webster Financial shares in Q2 2026, an estimated $34.7K.
  • Webster Financial made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #908 holding.
  • Arkadios Wealth Advisors first reported a position in Webster Financial in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Webster Financial position peaked at $4.04M in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.