BFS
WBS

Bare Financial Services’s Webster Financial WBS Stock Holding History

Bare Financial Services’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 		$611 Hold
8
– – ﹤0.01% 1583
2026
Q1 		$555 Hold
8
– – ﹤0.01% 1473
2025
Q4 		$504 Hold
8
– – ﹤0.01% 1390
2025
Q3 		$476 Hold
8
– – ﹤0.01% 1323
2025
Q2 		$437 Sell
8
-11
-58% -$548 ﹤0.01% 1167
2025
Q1 		$979 Buy
+19
New +$1.06K ﹤0.01% 548

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

Bare Financial Services's WBS Position: Q2 2026 in Review

Bare Financial Services held its Webster Financial (WBS) position steady in Q2 2026 at 8 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Bare Financial Services first reported a position in WBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $979 in Q1 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Bare Financial Services held 8 shares of Webster Financial worth $611 as of Q2 2026.
  • Bare Financial Services left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1583 holding.
  • Bare Financial Services first reported a position in Webster Financial in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Webster Financial position peaked at $979 in Q1 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.