Cerity Partners
WBS

Cerity Partners’s Webster Financial WBS Stock Holding History

Cerity Partners’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 		$1.04M Sell
13,588
-30,195
-69% -$2.2M ﹤0.01% 1980
2026
Q1 		$3.04M Buy
43,783
+23,807
+119% +$1.63M ﹤0.01% 1247
2025
Q4 		$1.26M Buy
19,976
+2,021
+11% +$120K ﹤0.01% 1595
2025
Q3 		$1.07M Sell
17,955
-2,289
-11% -$136K ﹤0.01% 1568
2025
Q2 		$1.11M Buy
20,244
+7,956
+65% +$397K ﹤0.01% 1473
2025
Q1 		$633K Buy
12,288
+3,430
+39% +$191K ﹤0.01% 1640
2024
Q4 		$436K Sell
8,858
-766
-8% -$42.1K ﹤0.01% 1839
2024
Q3 		$449K Buy
9,624
+3,036
+46% +$139K ﹤0.01% 1831
2024
Q2 		$287K Sell
6,588
-36,673
-85% -$1.63M ﹤0.01% 1843
2024
Q1 		$2.2M Buy
+43,261
New +$2.12M 0.01% 929

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

Cerity Partners's WBS Position: Q2 2026 in Review

Cerity Partners reduced its Webster Financial (WBS) stake by 69% in Q2 2026, selling an estimated $2.2M and leaving 13,588 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Cerity Partners first reported a position in WBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.04M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Cerity Partners held 13,588 shares of Webster Financial worth $1.04M as of Q2 2026.
  • Cerity Partners sold 30,195 Webster Financial shares in Q2 2026, an estimated $2.2M.
  • Webster Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1980 holding.
  • Cerity Partners first reported a position in Webster Financial in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Webster Financial position peaked at $3.04M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.