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Beacon Pointe Advisors’s Webster Financial WBS Stock Holding History

Beacon Pointe 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
Q1 		$305K Buy
+4,389
New +$300K ﹤0.01% 1529
2024
Q4 		– Sell
-8,783
Closed -$409K – 1286
2024
Q3 		$409K Sell
8,783
-168
-2% -$7.71K ﹤0.01% 922
2024
Q2 		$390K Sell
8,951
-2,048
-19% -$91.2K ﹤0.01% 961
2024
Q1 		$558K Buy
10,999
+241
+2% +$11.8K 0.01% 871
2023
Q4 		$546K Buy
10,758
+2,449
+29% +$106K 0.01% 865
2023
Q3 		$335K Buy
8,309
+374
+5% +$15.9K ﹤0.01% 1018
2023
Q2 		$300K Sell
7,935
-263
-3% -$9.71K ﹤0.01% 887
2023
Q1 		$323K Sell
8,198
-1,635
-17% -$78.5K 0.01% 910
2022
Q4 		$465K Buy
9,833
+765
+8% +$38.3K 0.01% 711
2022
Q3 		$407K Sell
9,068
-1,450
-14% -$67.1K 0.01% 705
2022
Q2 		$445K Sell
10,518
-599
-5% -$28.8K 0.01% 685
2022
Q1 		$624K Buy
+11,117
New +$660K 0.01% 744

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Beacon Pointe Advisors's WBS Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Webster Financial (WBS) in Q1 2026: 4,389 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in WBS as recently as Q3 2024.

Beacon Pointe Advisors first reported a position in WBS in Q1 2022 and has held it in 12 quarters since. The position peaked at $624K in Q1 2022. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Beacon Pointe Advisors held 4,389 shares of Webster Financial worth $305K as of Q1 2026.
  • Webster Financial was a new Beacon Pointe Advisors position in Q1 2026.
  • Webster Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1529 holding.
  • Beacon Pointe Advisors first reported a position in Webster Financial in Q1 2022 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Webster Financial position peaked at $624K in Q1 2022.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.