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Ballentine Partners’s Webster Financial WBS Stock Holding History

Ballentine Partners’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 		$437K Buy
5,720
+505
+10% +$36.7K 0.01% 616
2026
Q1 		$362K Buy
5,215
+181
+4% +$12.4K 0.01% 653
2025
Q4 		$317K Sell
5,034
-468
-9% -$27.8K ﹤0.01% 698
2025
Q3 		$327K Buy
5,502
+408
+8% +$24.3K ﹤0.01% 681
2025
Q2 		$278K Sell
5,094
-166
-3% -$8.28K ﹤0.01% 718
2025
Q1 		$271K Buy
+5,260
New +$293K ﹤0.01% 664

Other funds holding WBS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ballentine Partners's WBS Position: Q2 2026 in Review

Ballentine Partners increased its Webster Financial (WBS) stake by 9.7% in Q2 2026, buying an estimated $36.7K and bringing the position to 5,720 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #616.

Ballentine Partners first reported a position in WBS in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Ballentine Partners held 5,720 shares of Webster Financial worth $437K as of Q2 2026.
  • Ballentine Partners bought 505 Webster Financial shares in Q2 2026, an estimated $36.7K.
  • Webster Financial made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #616 holding.
  • Ballentine Partners first reported a position in Webster Financial in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.