Capital Analysts LLC’s Webster Financial WBS Stock Holding History

Capital Analysts 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	$25K	Hold	329	–	–	﹤0.01%	1119
2026 Q1	$23K	Buy	329 +261	+384%	+$17.9K	﹤0.01%	1104
2025 Q4	$4K	Hold	68	–	–	﹤0.01%	1374
2025 Q3	$4K	Hold	68	–	–	﹤0.01%	1342
2025 Q2	$4K	Hold	68	–	–	﹤0.01%	1283
2025 Q1	$4K	Hold	68	–	–	﹤0.01%	1269
2024 Q4	$4K	Hold	68	–	–	﹤0.01%	1187
2024 Q3	$3K	Hold	68	–	–	﹤0.01%	1198
2024 Q2	$3K	Hold	68	–	–	﹤0.01%	1095
2024 Q1	$3K	Hold	68	–	–	﹤0.01%	1040
2023 Q4	$3K	Hold	68	–	–	﹤0.01%	1008
2023 Q3	$3K	Hold	68	–	–	﹤0.01%	1039
2023 Q2	$3K	Hold	68	–	–	﹤0.01%	933
2023 Q1	$3K	Hold	68	–	–	﹤0.01%	911
2022 Q4	$3K	Hold	68	–	–	﹤0.01%	972
2022 Q3	$3K	Hold	68	–	–	﹤0.01%	969
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	930
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	849
2021 Q4	$4K	Hold	68	–	–	﹤0.01%	916
2021 Q3	$4K	Hold	68	–	–	﹤0.01%	888
2021 Q2	$4K	Hold	68	–	–	﹤0.01%	841
2021 Q1	$4K	Hold	68	–	–	﹤0.01%	902
2020 Q4	$3K	Hold	68	–	–	﹤0.01%	672
2020 Q3	$2K	Hold	68	–	–	﹤0.01%	716
2020 Q2	$2K	Hold	68	–	–	﹤0.01%	672
2020 Q1	$2K	Hold	68	–	–	﹤0.01%	643
2019 Q4	$4K	Hold	68	–	–	﹤0.01%	634
2019 Q3	$3K	Hold	68	–	–	﹤0.01%	643
2019 Q2	$3K	Hold	68	–	–	﹤0.01%	617
2019 Q1	$3K	Buy	+68	New	+$3.69K	﹤0.01%	593

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Analysts LLC's WBS Position: Q2 2026 in Review

Capital Analysts LLC held its Webster Financial (WBS) position steady in Q2 2026 at 329 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Capital Analysts LLC first reported a position in WBS in Q1 2019 and has held it in 30 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Capital Analysts LLC held 329 shares of Webster Financial worth $25K as of Q2 2026.
Capital Analysts LLC left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1119 holding.
Capital Analysts LLC first reported a position in Webster Financial in Q1 2019 and has held it in 30 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.