BJL
WBS

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
Q2 		– Sell
-9,617
Closed -$668K – 1489
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
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

Brighton Jones LLC's WBS Position: Q2 2026 in Review

Brighton Jones LLC sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 9,617 shares — an estimated $668K sold.

Brighton Jones LLC first reported a position in WBS in Q4 2016 and held it in 16 quarters. The position peaked at $950K in Q2 2018. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Brighton Jones LLC reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Brighton Jones LLC sold 9,617 Webster Financial shares in Q2 2026, an estimated $668K.
  • Brighton Jones LLC first reported a position in Webster Financial in Q4 2016 and held it in 16 quarters.
  • Brighton Jones LLC's Webster Financial position peaked at $950K in Q2 2018.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.