CAL
WBS

Capital Advisors Ltd’s Webster Financial WBS Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
10
– – ﹤0.01% 1324
2026
Q1 		$1K Hold
10
– – ﹤0.01% 1315
2025
Q4 		$1K Hold
10
– – ﹤0.01% 1304
2025
Q3 		$1K Hold
10
– – ﹤0.01% 1312
2025
Q2 		$1K Buy
10
+3
+43% +$150 ﹤0.01% 1292
2025
Q1 		$0 Hold
7
– – ﹤0.01% 1603
2024
Q4 		$0 Hold
7
– – ﹤0.01% 1600
2024
Q3 		$0 Hold
7
– – ﹤0.01% 1627
2024
Q2 		$0 Hold
7
– – ﹤0.01% 1658
2024
Q1 		$0 Hold
7
– – ﹤0.01% 1565
2023
Q4 		$0 Hold
7
– – ﹤0.01% 1509
2023
Q3 		$0 Hold
7
– – ﹤0.01% 1500
2023
Q2 		$0 Buy
+7
New +$258 ﹤0.01% 1563
2023
Q1 		– Sell
-5
Closed – – 1578
2022
Q4 		$0 Sell
5
-13
-72% -$651 ﹤0.01% 1683
2022
Q3 		$1K Buy
18
+11
+157% +$509 ﹤0.01% 1150
2022
Q2 		$0 Buy
+7
New +$337 ﹤0.01% 1353

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

Capital Advisors Ltd's WBS Position: Q2 2026 in Review

Capital Advisors Ltd held its Webster Financial (WBS) position steady in Q2 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Capital Advisors Ltd first reported a position in WBS in Q2 2022 and has held it in 16 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Capital Advisors Ltd held 10 shares of Webster Financial worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1324 holding.
  • Capital Advisors Ltd first reported a position in Webster Financial in Q2 2022 and has held it in 16 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.