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Brighton Jones LLC’s Webster Financial WBS Stock Holding History

Brighton Jones 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
Q1 		$668K Buy
+9,617
New +$658K 0.01% 583
2025
Q4 		– Sell
-6,750
Closed -$401K – 964
2025
Q3 		$401K Buy
6,750
+699
+12% +$41.6K 0.01% 705
2025
Q2 		$330K Buy
+6,051
New +$302K 0.01% 684
2020
Q3 		– Sell
-7,529
Closed -$215K – 351
2020
Q2 		$215K Buy
+7,529
New +$199K 0.02% 268
2020
Q1 		– Sell
-7,964
Closed -$425K – 325
2019
Q4 		$425K Sell
7,964
-7,403
-48% -$356K 0.05% 193
2019
Q3 		$720K Buy
15,367
+178
+1% +$8.42K 0.08% 127
2019
Q2 		$726K Hold
15,189
– – 0.08% 126
2019
Q1 		$770K Buy
15,189
+66
+0.4% +$3.58K 0.09% 122
2018
Q4 		$745K Buy
15,123
+42
+0.3% +$2.4K 0.11% 106
2018
Q3 		$889K Buy
15,081
+166
+1% +$10.8K 0.11% 102
2018
Q2 		$950K Hold
14,915
– – 0.12% 106
2018
Q1 		$826K Buy
14,915
+5,387
+57% +$305K 0.11% 103
2017
Q4 		$535K Hold
9,528
– – 0.06% 147
2017
Q3 		$501K Hold
9,528
– – 0.06% 152
2017
Q2 		$498K Buy
+9,528
New +$481K 0.07% 136
2017
Q1 		– Sell
-4,025
Closed -$218K – 144
2016
Q4 		$218K Buy
+4,025
New +$185K 0.08% 90

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Brighton Jones LLC's WBS Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Webster Financial (WBS) in Q1 2026: 9,617 shares worth $668K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in WBS as recently as Q3 2025.

Brighton Jones LLC first reported a position in WBS in Q4 2016 and has held it in 16 quarters since. The position peaked at $950K in Q2 2018. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Brighton Jones LLC held 9,617 shares of Webster Financial worth $668K as of Q1 2026.
  • Webster Financial was a new Brighton Jones LLC position in Q1 2026.
  • Webster Financial made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #583 holding.
  • Brighton Jones LLC first reported a position in Webster Financial in Q4 2016 and has held it in 16 quarters since.
  • Brighton Jones LLC's Webster Financial position peaked at $950K in Q2 2018.
  • 539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.