AI
WBS

Atria Investments’s Webster Financial WBS Stock Holding History

Atria Investments’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 		$680K Buy
8,892
+4,683
+111% +$341K 0.01% 1350
2026
Q1 		$292K Sell
4,209
-16,006
-79% -$1.1M ﹤0.01% 1773
2025
Q4 		$1.27M Sell
20,215
-997
-5% -$59.2K 0.01% 945
2025
Q3 		$1.26M Sell
21,212
-1,015
-5% -$60.5K 0.01% 933
2025
Q2 		$1.21M Sell
22,227
-2,276
-9% -$113K 0.01% 940
2025
Q1 		$1.26M Buy
24,503
+3,839
+19% +$214K 0.02% 906
2024
Q4 		$1.14M Sell
20,664
-443
-2% -$24.3K 0.01% 908
2024
Q3 		$984K Buy
21,107
+772
+4% +$35.4K 0.01% 979
2024
Q2 		$886K Sell
20,335
-332
-2% -$14.8K 0.01% 1000
2024
Q1 		$1.05M Buy
+20,667
New +$1.01M 0.01% 938

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

Atria Investments's WBS Position: Q2 2026 in Review

Atria Investments increased its Webster Financial (WBS) stake by 111% in Q2 2026, buying an estimated $341K and bringing the position to 8,892 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #1350.

Atria Investments first reported a position in WBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Atria Investments held 8,892 shares of Webster Financial worth $680K as of Q2 2026.
  • Atria Investments bought 4,683 Webster Financial shares in Q2 2026, an estimated $341K.
  • Webster Financial made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1350 holding.
  • Atria Investments first reported a position in Webster Financial in Q1 2024 and has held it in 10 quarters since.
  • Atria Investments's Webster Financial position peaked at $1.27M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.