BC
WBS

Barrett & Company’s Webster Financial WBS Stock Holding History

Barrett & Company’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 		$11.5K Buy
+150
New +$10.9K ﹤0.01% 484

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

Barrett & Company's WBS Position: Q2 2026 in Review

Barrett & Company opened a new position in Webster Financial (WBS) in Q2 2026: 150 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings.

536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Barrett & Company held 150 shares of Webster Financial worth $11.5K as of Q2 2026.
  • Webster Financial was a new Barrett & Company position in Q2 2026.
  • Webster Financial made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #484 holding.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.