BCI
WBS

Brinker Capital Investments’s Webster Financial WBS Stock Holding History

Brinker Capital Investments’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 		$1.1M Buy
14,452
+7,856
+119% +$571K 0.01% 1102
2026
Q1 		$458K Sell
6,596
-19,938
-75% -$1.36M ﹤0.01% 1501
2025
Q4 		$1.67M Sell
26,534
-3,048
-10% -$181K 0.01% 949
2025
Q3 		$1.76M Sell
29,582
-1,324
-4% -$78.9K 0.01% 900
2025
Q2 		$1.69M Sell
30,906
-600
-2% -$29.9K 0.01% 877
2025
Q1 		$1.62M Buy
31,506
+2,930
+10% +$163K 0.02% 816
2024
Q4 		$1.58M Sell
28,576
-517
-2% -$28.4K 0.02% 811
2024
Q3 		$1.36M Buy
29,093
+78
+0.3% +$3.58K 0.01% 890
2024
Q2 		$1.26M Buy
29,015
+5,952
+26% +$265K 0.01% 873
2024
Q1 		$1.17M Buy
23,063
+3,801
+20% +$186K 0.01% 916
2023
Q4 		$990K Sell
19,262
-997
-5% -$43.1K 0.01% 943
2023
Q3 		$817K Sell
20,259
-1,261
-6% -$53.6K 0.01% 1017
2023
Q2 		$812K Buy
21,520
+868
+4% +$32K 0.01% 1033
2023
Q1 		$814K Sell
20,652
-141
-0.7% -$6.77K 0.01% 964
2022
Q4 		$984K Sell
20,793
-67
-0.3% -$3.35K 0.02% 733
2022
Q3 		$943K Buy
20,860
+5,035
+32% +$233K 0.02% 735
2022
Q2 		$667K Sell
15,825
-245
-2% -$11.8K 0.01% 874
2022
Q1 		$902K Buy
16,070
+8,973
+126% +$533K 0.01% 832
2021
Q4 		$396K Buy
7,097
+73
+1% +$4.11K 0.01% 1153
2021
Q3 		$375K Hold
7,024
– – 0.01% 1069
2021
Q2 		$375K Buy
7,024
+97
+1% +$5.38K 0.01% 1121
2021
Q1 		$382K Buy
+6,927
New +$369K 0.01% 974
2016
Q4 		– Sell
-1
Closed – – 657
2016
Q3 		$0 Buy
+1
New +$37 ﹤0.01% 630
2016
Q1 		– Sell
-1
Closed – – 693
2015
Q4 		$0 Buy
+1
New +$38 ﹤0.01% 739

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

Brinker Capital Investments's WBS Position: Q2 2026 in Review

Brinker Capital Investments increased its Webster Financial (WBS) stake by 119% in Q2 2026, buying an estimated $571K and bringing the position to 14,452 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1102.

Brinker Capital Investments first reported a position in WBS in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.76M in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Brinker Capital Investments held 14,452 shares of Webster Financial worth $1.1M as of Q2 2026.
  • Brinker Capital Investments bought 7,856 Webster Financial shares in Q2 2026, an estimated $571K.
  • Webster Financial made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1102 holding.
  • Brinker Capital Investments first reported a position in Webster Financial in Q4 2015 and has held it in 24 quarters since.
  • Brinker Capital Investments's Webster Financial position peaked at $1.76M in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.