BWL
WBS

Bogart Wealth LLC’s Webster Financial WBS Stock Holding History

Bogart Wealth LLC’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
-16
Closed -$1.11K – 2094
2026
Q1 		$1.11K Buy
16
+7
+78% +$479 ﹤0.01% 1420
2025
Q4 		$566 Buy
+9
New +$534 ﹤0.01% 1430
2025
Q2 		– Sell
-10
Closed -$516 – 1546
2025
Q1 		$516 Buy
+10
New +$556 ﹤0.01% 1268
2023
Q2 		– Sell
-40
Closed -$1.58K – 1138
2023
Q1 		$1.58K Buy
+40
New +$1.92K ﹤0.01% 942

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

Bogart Wealth LLC's WBS Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 16 shares — an estimated $1.11K sold.

Bogart Wealth LLC first reported a position in WBS in Q1 2023 and held it in 4 quarters. The position peaked at $1.58K in Q1 2023. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 16 Webster Financial shares in Q2 2026, an estimated $1.11K.
  • Bogart Wealth LLC first reported a position in Webster Financial in Q1 2023 and held it in 4 quarters.
  • Bogart Wealth LLC's Webster Financial position peaked at $1.58K in Q1 2023.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.