BPA
WBS

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
Q2 		$617K Buy
8,082
+3,693
+84% +$269K ﹤0.01% 1241
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 $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

Beacon Pointe Advisors's WBS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Webster Financial (WBS) stake by 84% in Q2 2026, buying an estimated $269K and bringing the position to 8,082 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Beacon Pointe Advisors first reported a position in WBS in Q1 2022 and has held it in 13 quarters since. The position peaked at $624K in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Beacon Pointe Advisors held 8,082 shares of Webster Financial worth $617K as of Q2 2026.
  • Beacon Pointe Advisors bought 3,693 Webster Financial shares in Q2 2026, an estimated $269K.
  • Webster Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1241 holding.
  • Beacon Pointe Advisors first reported a position in Webster Financial in Q1 2022 and has held it in 13 quarters since.
  • Beacon Pointe Advisors's Webster Financial position peaked at $624K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.