Belpointe Asset Management’s Webster Financial WBS Stock Holding History

Belpointe Asset 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	$480K	Buy	+6,285	New	+$457K	0.02%	736
2026 Q1	–	Sell	-3,278	Closed	-$206K	–	1195
2025 Q4	$206K	Buy	+3,278	New	+$195K	0.01%	962
2023 Q2	–	Sell	-18,981	Closed	-$748K	–	3350
2023 Q1	$748K	Buy	18,981 +16,951	+835%	+$814K	0.04%	412
2022 Q4	$96.1K	Buy	+2,030	New	+$102K	0.01%	1264
2019 Q4	–	Sell	-2,138	Closed	-$100K	–	817
2019 Q3	$100K	Buy	2,138 +16	+0.8%	+$756	0.02%	673
2019 Q2	$101K	Hold	2,122	–	–	0.02%	601
2019 Q1	$108K	Hold	2,122	–	–	0.02%	435
2018 Q4	$105K	Buy	2,122 +22	+1%	+$1.26K	0.03%	483
2018 Q3	$124K	Buy	+2,100	New	+$137K	0.02%	585

Other funds holding WBS

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belpointe Asset Management's WBS Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Webster Financial (WBS) in Q2 2026: 6,285 shares worth $480K. The stake represents 0.02% of the portfolio and ranks #736 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in WBS as recently as Q4 2025.

Belpointe Asset Management first reported a position in WBS in Q3 2018 and has held it in 9 quarters since. The position peaked at $748K in Q1 2023. 163 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Belpointe Asset Management held 6,285 shares of Webster Financial worth $480K as of Q2 2026.
Webster Financial was a new Belpointe Asset Management position in Q2 2026.
Webster Financial made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #736 holding.
Belpointe Asset Management first reported a position in Webster Financial in Q3 2018 and has held it in 9 quarters since.
Belpointe Asset Management's Webster Financial position peaked at $748K in Q1 2023.
163 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.