BTI
WBS

Blue Trust Inc’s Webster Financial WBS Stock Holding History

Blue Trust Inc’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 		$703K Sell
9,201
-155
-2% -$11.3K 0.01% 380
2026
Q1 		$649K Buy
9,356
+215
+2% +$14.7K 0.01% 401
2025
Q4 		$575K Sell
9,141
-319
-3% -$18.9K 0.01% 439
2025
Q3 		$562K Buy
9,460
+716
+8% +$42.7K 0.01% 449
2025
Q2 		$477K Buy
8,744
+654
+8% +$32.6K 0.01% 464
2025
Q1 		$417K Buy
8,090
+1,480
+22% +$82.3K 0.01% 456
2024
Q4 		$365K Sell
6,610
-1,221
-16% -$67.1K ﹤0.01% 465
2024
Q3 		$341K Buy
7,831
+1,553
+25% +$71.3K ﹤0.01% 622
2024
Q2 		$319K Buy
6,278
+1,341
+27% +$59.7K ﹤0.01% 539
2024
Q1 		$251K Buy
4,937
+1,294
+36% +$63.3K ﹤0.01% 438
2023
Q4 		$147K Sell
3,643
-57
-2% -$2.46K ﹤0.01% 551
2023
Q3 		$140K Buy
3,700
+2,312
+167% +$98.3K ﹤0.01% 530
2023
Q2 		$55K Sell
1,388
-5,562
-80% -$205K ﹤0.01% 671
2023
Q1 		$329K Buy
6,950
+1,528
+28% +$73.3K 0.01% 383
2022
Q4 		$245K Buy
5,422
+2,912
+116% +$146K ﹤0.01% 398
2022
Q3 		$105K Buy
2,510
+457
+22% +$21.1K ﹤0.01% 518
2022
Q2 		$115K Buy
+2,053
New +$98.9K ﹤0.01% 458

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

Blue Trust Inc's WBS Position: Q2 2026 in Review

Blue Trust Inc reduced its Webster Financial (WBS) stake by 1.7% in Q2 2026, selling an estimated $11.3K and leaving 9,201 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #380.

Blue Trust Inc first reported a position in WBS in Q2 2022 and has held it in 17 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Blue Trust Inc held 9,201 shares of Webster Financial worth $703K as of Q2 2026.
  • Blue Trust Inc sold 155 Webster Financial shares in Q2 2026, an estimated $11.3K.
  • Webster Financial made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #380 holding.
  • Blue Trust Inc first reported a position in Webster Financial in Q2 2022 and has held it in 17 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.