BIA
WBS

Bell Investment Advisors’s Webster Financial WBS Stock Holding History

Bell Investment 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 		$10.9K Sell
142
-4
-3% -$291 ﹤0.01% 684
2026
Q1 		$10.1K Hold
146
– – ﹤0.01% 677
2025
Q4 		$9.19K Hold
146
– – ﹤0.01% 725
2025
Q3 		$8.68K Sell
146
-19
-12% -$1.13K ﹤0.01% 693
2025
Q2 		$9.01K Buy
165
+38
+30% +$1.89K ﹤0.01% 722
2025
Q1 		$6.55K Hold
127
– – ﹤0.01% 786
2024
Q4 		$7.01K Buy
127
+27
+27% +$1.48K ﹤0.01% 756
2024
Q3 		$4.66K Hold
100
– – ﹤0.01% 963
2024
Q2 		$4.36K Hold
100
– – ﹤0.01% 992
2024
Q1 		$5.08K Hold
100
– – ﹤0.01% 912
2023
Q4 		$5.08K Sell
100
-12
-11% -$519 ﹤0.01% 882
2023
Q3 		$4.51K Buy
112
+11
+11% +$468 ﹤0.01% 863
2023
Q2 		$3.81K Sell
101
-7
-6% -$258 ﹤0.01% 959
2023
Q1 		$4.26K Sell
108
-13
-11% -$624 ﹤0.01% 854
2022
Q4 		$5.73K Sell
121
-11
-8% -$551 ﹤0.01% 741
2022
Q3 		$6K Sell
132
-18
-12% -$833 ﹤0.01% 628
2022
Q2 		$6K Buy
+150
New +$7.22K ﹤0.01% 658
2021
Q4 		$2K Buy
44
+31
+238% +$1.75K ﹤0.01% 1258
2021
Q3 		$1K Buy
+13
New +$647 ﹤0.01% 1611

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

Bell Investment Advisors's WBS Position: Q2 2026 in Review

Bell Investment Advisors reduced its Webster Financial (WBS) stake by 2.7% in Q2 2026, selling an estimated $291 and leaving 142 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Bell Investment Advisors first reported a position in WBS in Q3 2021 and has held it in 19 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Bell Investment Advisors held 142 shares of Webster Financial worth $10.9K as of Q2 2026.
  • Bell Investment Advisors sold 4 Webster Financial shares in Q2 2026, an estimated $291.
  • Webster Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #684 holding.
  • Bell Investment Advisors first reported a position in Webster Financial in Q3 2021 and has held it in 19 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.