AW
WBS

Avion Wealth’s Webster Financial WBS Stock Holding History

Avion Wealth’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 		$4K Hold
60
– – ﹤0.01% 888
2026
Q1 		$4K Hold
60
– – ﹤0.01% 741
2025
Q4 		$3K Sell
60
-11
-15% -$653 ﹤0.01% 824
2025
Q3 		$4K Hold
71
– – ﹤0.01% 718
2025
Q2 		$3K Buy
71
+14
+25% +$698 ﹤0.01% 764
2025
Q1 		$3K Hold
57
– – ﹤0.01% 681
2024
Q4 		$3K Buy
57
+9
+19% +$494 ﹤0.01% 678
2024
Q3 		$2K Buy
48
+11
+30% +$505 ﹤0.01% 732
2024
Q2 		$1K Sell
37
-9
-20% -$401 ﹤0.01% 841
2024
Q1 		$3K Buy
46
+21
+84% +$1.03K ﹤0.01% 608
2023
Q4 		$1K Buy
25
+13
+108% +$562 ﹤0.01% 1016
2023
Q3 		$0 Buy
+12
New +$510 ﹤0.01% 1225

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

Avion Wealth's WBS Position: Q2 2026 in Review

Avion Wealth held its Webster Financial (WBS) position steady in Q2 2026 at 60 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Avion Wealth first reported a position in WBS in Q3 2023 and has held it in 12 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Avion Wealth held 60 shares of Webster Financial worth $4K as of Q2 2026.
  • Avion Wealth left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #888 holding.
  • Avion Wealth first reported a position in Webster Financial in Q3 2023 and has held it in 12 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.