Cambridge Investment Research Advisors
WBS

Cambridge Investment Research Advisors’s Webster Financial WBS Stock Holding History

Cambridge Investment Research Advisors’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 		$306K Sell
4,001
-34
-0.8% -$2.47K ﹤0.01% 3430
2026
Q1 		$280K Sell
4,035
-138
-3% -$9.45K ﹤0.01% 3349
2025
Q4 		$263K Buy
+4,173
New +$248K ﹤0.01% 3334
2025
Q2 		– Sell
-6,054
Closed -$312K – 3768
2025
Q1 		$312K Buy
6,054
+137
+2% +$7.62K ﹤0.01% 2835
2024
Q4 		$327K Sell
5,917
-715
-11% -$39.3K ﹤0.01% 2769
2024
Q3 		$309K Sell
6,632
-31
-0.5% -$1.42K ﹤0.01% 2814
2024
Q2 		$290K Sell
6,663
-900
-12% -$40.1K ﹤0.01% 2731
2024
Q1 		$384K Buy
7,563
+89
+1% +$4.35K ﹤0.01% 2507
2023
Q4 		$379K Buy
7,474
+149
+2% +$6.44K ﹤0.01% 2419
2023
Q3 		$295K Buy
7,325
+792
+12% +$33.7K ﹤0.01% 2506
2023
Q2 		$247K Sell
6,533
-951
-13% -$35.1K ﹤0.01% 2700
2023
Q1 		$295K Sell
7,484
-370
-5% -$17.8K ﹤0.01% 2507
2022
Q4 		$372K Buy
7,854
+430
+6% +$21.5K ﹤0.01% 2262
2022
Q3 		$336K Sell
7,424
-979
-12% -$45.3K ﹤0.01% 2272
2022
Q2 		$354K Sell
8,403
-145
-2% -$6.98K ﹤0.01% 2232
2022
Q1 		$480K Buy
+8,548
New +$507K ﹤0.01% 2132
2015
Q3 		– Sell
-5,536
Closed -$219K – 1592
2015
Q2 		$219K Buy
+5,536
New +$209K 0.01% 1236

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

Cambridge Investment Research Advisors's WBS Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Webster Financial (WBS) stake by 0.84% in Q2 2026, selling an estimated $2.47K and leaving 4,001 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3430.

Cambridge Investment Research Advisors first reported a position in WBS in Q2 2015 and has held it in 17 quarters since. The position peaked at $480K in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Cambridge Investment Research Advisors held 4,001 shares of Webster Financial worth $306K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 34 Webster Financial shares in Q2 2026, an estimated $2.47K.
  • Webster Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3430 holding.
  • Cambridge Investment Research Advisors first reported a position in Webster Financial in Q2 2015 and has held it in 17 quarters since.
  • Cambridge Investment Research Advisors's Webster Financial position peaked at $480K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.