BHPW
WBS

Beverly Hills Private Wealth’s Webster Financial WBS Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-4,857
Closed -$337K – 365
2026
Q1 		$337K Sell
4,857
-147
-3% -$10.1K 0.06% 248
2025
Q4 		$315K Sell
5,004
-103
-2% -$6.12K 0.05% 248
2025
Q3 		$304K Sell
5,107
-201
-4% -$12K 0.05% 261
2025
Q2 		$290K Sell
5,308
-750
-12% -$37.4K 0.05% 271
2025
Q1 		$312K Buy
6,058
+262
+5% +$14.6K 0.06% 257
2024
Q4 		$320K Sell
5,796
-669
-10% -$36.7K 0.06% 247
2024
Q3 		$301K Sell
6,465
-1,386
-18% -$63.6K 0.06% 270
2024
Q2 		$342K Sell
7,851
-456
-5% -$20.3K 0.07% 249
2024
Q1 		$422K Sell
8,307
-557
-6% -$27.2K 0.1% 224
2023
Q4 		$450K Sell
8,864
-731
-8% -$31.6K 0.12% 189
2023
Q3 		$387K Sell
9,595
-9,596
-50% -$408K 0.12% 192
2023
Q2 		$883K Buy
19,191
+9,802
+104% +$362K 0.15% 154
2023
Q1 		$370K Buy
9,389
+1,712
+22% +$82.2K 0.11% 197
2022
Q4 		$363K Buy
+7,677
New +$384K 0.16% 143

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

Beverly Hills Private Wealth's WBS Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 4,857 shares — an estimated $337K sold.

Beverly Hills Private Wealth first reported a position in WBS in Q4 2022 and held it in 14 quarters. The position peaked at $883K in Q2 2023. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,857 Webster Financial shares in Q2 2026, an estimated $337K.
  • Beverly Hills Private Wealth first reported a position in Webster Financial in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Webster Financial position peaked at $883K in Q2 2023.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.