Carson Wealth (CWM LLC)
WBS

Carson Wealth (CWM LLC)’s Webster Financial WBS Stock Holding History

Carson Wealth (CWM 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
Q1 		$3.82M Buy
54,988
+18,453
+51% +$1.26M 0.01% 927
2025
Q4 		$2.3M Sell
36,535
-2,267
-6% -$135K 0.01% 1090
2025
Q3 		$2.31M Buy
38,802
+499
+1% +$29.7K 0.01% 1029
2025
Q2 		$2.09M Buy
38,303
+24,052
+169% +$1.2M 0.01% 932
2025
Q1 		$735K Buy
14,251
+6,228
+78% +$347K ﹤0.01% 1304
2024
Q4 		$443K Buy
8,023
+2,807
+54% +$154K ﹤0.01% 1428
2024
Q3 		$243K Buy
5,216
+176
+3% +$8.08K ﹤0.01% 1655
2024
Q2 		$220K Sell
5,040
-524
-9% -$23.3K ﹤0.01% 1540
2024
Q1 		$282K Buy
5,564
+106
+2% +$5.18K ﹤0.01% 1361
2023
Q4 		$277K Buy
5,458
+954
+21% +$41.2K ﹤0.01% 1284
2023
Q3 		$182K Buy
4,504
+141
+3% +$6K ﹤0.01% 1346
2023
Q2 		$165K Buy
4,363
+403
+10% +$14.9K ﹤0.01% 1328
2023
Q1 		$156K Sell
3,960
-328
-8% -$15.7K ﹤0.01% 1303
2022
Q4 		$203K Buy
4,288
+229
+6% +$11.5K ﹤0.01% 1097
2022
Q3 		$183K Buy
4,059
+2,328
+134% +$108K ﹤0.01% 1093
2022
Q2 		$73K Buy
1,731
+341
+25% +$16.4K ﹤0.01% 1447
2022
Q1 		$78K Buy
1,390
+1,305
+1,535% +$77.5K ﹤0.01% 1425
2021
Q4 		$5K Buy
+85
New +$4.79K ﹤0.01% 2773
2021
Q2 		$5K Hold
85
– – ﹤0.01% 2385
2021
Q1 		$5K Hold
85
– – ﹤0.01% 2385
2020
Q4 		$5K Hold
85
– – ﹤0.01% 2385
2020
Q3 		$5K Hold
85
– – ﹤0.01% 2385
2020
Q2 		$5K Hold
85
– – ﹤0.01% 2382
2020
Q1 		$5K Hold
85
– – ﹤0.01% 2382
2019
Q4 		$5K Hold
85
– – ﹤0.01% 2382
2019
Q3 		$5K Hold
85
– – ﹤0.01% 2382
2019
Q2 		$5K Hold
85
– – ﹤0.01% 2382
2019
Q1 		$5K Buy
85
+28
+49% +$1.52K ﹤0.01% 2381
2018
Q4 		$3K Buy
+57
New +$3.25K ﹤0.01% 1687

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

Carson Wealth (CWM LLC)'s WBS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Webster Financial (WBS) stake by 51% in Q1 2026, buying an estimated $1.26M and bringing the position to 54,988 shares worth $3.82M. The position accounts for 0.01% of the portfolio, ranked #927.

Carson Wealth (CWM LLC) first reported a position in WBS in Q4 2018 and has held it in 29 quarters since. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 54,988 shares of Webster Financial worth $3.82M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,453 Webster Financial shares in Q1 2026, an estimated $1.26M.
  • Webster Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #927 holding.
  • Carson Wealth (CWM LLC) first reported a position in Webster Financial in Q4 2018 and has held it in 29 quarters since.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.