CGPCS
WBS

Capital Group Private Client Services’s Webster Financial WBS Stock Holding History

Capital Group Private Client Services’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
Q1 		– Sell
-9,272
Closed -$584K – 292
2025
Q4 		$584K Hold
9,272
– – 0.01% 228
2025
Q3 		$551K Sell
9,272
-52,031
-85% -$3.1M 0.01% 242
2025
Q2 		$3.35M Sell
61,303
-492
-0.8% -$24.5K 0.03% 192
2025
Q1 		$3.19M Sell
61,795
-24,320
-28% -$1.35M 0.03% 188
2024
Q4 		$4.76M Sell
86,115
-1,783
-2% -$97.9K 0.04% 177
2024
Q3 		$4.1M Sell
87,898
-16,595
-16% -$762K 0.04% 181
2024
Q2 		$4.55M Sell
104,493
-1,549
-1% -$69K 0.05% 173
2024
Q1 		$5.38M Buy
106,042
+16,394
+18% +$802K 0.05% 163
2023
Q4 		$4.55M Sell
89,648
-30,605
-25% -$1.32M 0.05% 163
2023
Q3 		$4.85M Sell
120,253
-3,510
-3% -$149K 0.06% 149
2023
Q2 		$4.67M Buy
123,763
+31,671
+34% +$1.17M 0.06% 149
2023
Q1 		$3.63M Buy
92,092
+16,944
+23% +$813K 0.05% 154
2022
Q4 		$3.56M Sell
75,148
-1,721
-2% -$86.2K 0.04% 161
2022
Q3 		$3.47M Sell
76,869
-1,675
-2% -$77.5K 0.05% 163
2022
Q2 		$3.31M Buy
78,544
+3,657
+5% +$176K 0.04% 169
2022
Q1 		$4.2M Buy
74,887
+36,788
+97% +$2.18M 0.05% 169
2021
Q4 		$2.13M Buy
38,099
+889
+2% +$50.1K 0.02% 172
2021
Q3 		$2.03M Buy
+37,210
New +$1.85M 0.02% 169

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Capital Group Private Client Services's WBS Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 9,272 shares — an estimated $584K sold.

Capital Group Private Client Services first reported a position in WBS in Q3 2021 and held it in 18 quarters. The position peaked at $5.38M in Q1 2024. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Capital Group Private Client Services reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 9,272 Webster Financial shares in Q1 2026, an estimated $584K.
  • Capital Group Private Client Services first reported a position in Webster Financial in Q3 2021 and held it in 18 quarters.
  • Capital Group Private Client Services's Webster Financial position peaked at $5.38M in Q1 2024.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.