Bay Harbor Wealth Management’s Webster Financial WBS Stock Holding History

Bay Harbor Wealth Management’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	$1.22K	Hold	16	–	–	﹤0.01%	789
2026 Q1	$1.11K	Buy	16 +3	+23%	+$205	﹤0.01%	734
2025 Q4	$818	Buy	13 +2	+18%	+$119	﹤0.01%	693
2025 Q3	$653	Buy	11 +3	+38%	+$179	﹤0.01%	630
2025 Q2	$436	Buy	8 +3	+60%	+$150	﹤0.01%	686
2025 Q1	$257	Buy	+5	New	+$278	﹤0.01%	596
2024 Q2	–	Sell	-55	Closed	-$2.79K	–	180
2024 Q1	$2.79K	Sell	55 -1	-2%	-$49	﹤0.01%	141
2023 Q4	$2.84K	Hold	56	–	–	﹤0.01%	132
2023 Q3	$2.26K	Sell	56 -5	-8%	-$213	﹤0.01%	133
2023 Q2	$2.3K	Buy	61 +16	+36%	+$591	﹤0.01%	141
2023 Q1	$1.77K	Buy	+45	New	+$2.16K	﹤0.01%	146

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bay Harbor Wealth Management's WBS Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Webster Financial (WBS) position steady in Q2 2026 at 16 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Bay Harbor Wealth Management first reported a position in WBS in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.84K in Q4 2023. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Bay Harbor Wealth Management held 16 shares of Webster Financial worth $1.22K as of Q2 2026.
Bay Harbor Wealth Management left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #789 holding.
Bay Harbor Wealth Management first reported a position in Webster Financial in Q1 2023 and has held it in 11 quarters since.
Bay Harbor Wealth Management's Webster Financial position peaked at $2.84K in Q4 2023.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.