BWA
WBS

Basecamp Wealth Advisors’s Webster Financial WBS Stock Holding History

Basecamp Wealth Advisors’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 		$15.4K Sell
201
-1
-0.5% -$73 ﹤0.01% 902
2026
Q1 		$14K Sell
202
-1
-0.5% -$68 ﹤0.01% 929
2025
Q4 		$12.8K Buy
+203
New +$12.1K ﹤0.01% 904

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

Basecamp Wealth Advisors's WBS Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Webster Financial (WBS) stake by 0.5% in Q2 2026, selling an estimated $73 and leaving 201 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Basecamp Wealth Advisors first reported a position in WBS in Q4 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Basecamp Wealth Advisors held 201 shares of Webster Financial worth $15.4K as of Q2 2026.
  • Basecamp Wealth Advisors sold 1 Webster Financial share in Q2 2026, an estimated $73.
  • Webster Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #902 holding.
  • Basecamp Wealth Advisors first reported a position in Webster Financial in Q4 2025 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.