Caprock Group’s Webster Financial WBS Stock Holding History

Caprock Group’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	$267K	Buy	3,487 +593	+20%	+$43.1K	0.01%	1079
2026 Q1	$201K	Buy	+2,894	New	+$198K	﹤0.01%	1047

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

Caprock Group's WBS Position: Q2 2026 in Review

Caprock Group increased its Webster Financial (WBS) stake by 20% in Q2 2026, buying an estimated $43.1K and bringing the position to 3,487 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #1079.

Caprock Group first reported a position in WBS in Q1 2026 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Caprock Group held 3,487 shares of Webster Financial worth $267K as of Q2 2026.
Caprock Group bought 593 Webster Financial shares in Q2 2026, an estimated $43.1K.
Webster Financial made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1079 holding.
Caprock Group first reported a position in Webster Financial in Q1 2026 and has held it in 2 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.