CL
WBS

Choreo LLC’s Webster Financial WBS Stock Holding History

Choreo 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 		$601K Buy
7,861
+241
+3% +$17.5K 0.01% 893
2026
Q1 		$529K Buy
7,620
+666
+10% +$45.6K 0.01% 906
2025
Q4 		$442K Buy
6,954
+425
+7% +$25.2K 0.01% 980
2025
Q3 		$388K Sell
6,529
-3,422
-34% -$204K 0.01% 1066
2025
Q2 		$543K Buy
9,951
+836
+9% +$41.7K 0.01% 849
2025
Q1 		$470K Buy
9,115
+138
+2% +$7.68K 0.01% 872
2024
Q4 		$493K Sell
8,977
-2,489
-22% -$137K 0.01% 918
2024
Q3 		$514K Buy
11,466
+3,903
+52% +$179K 0.01% 890
2024
Q2 		$334K Buy
+7,563
New +$337K 0.01% 1040

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

Choreo LLC's WBS Position: Q2 2026 in Review

Choreo LLC increased its Webster Financial (WBS) stake by 3.2% in Q2 2026, buying an estimated $17.5K and bringing the position to 7,861 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #893.

Choreo LLC first reported a position in WBS in Q2 2024 and has held it in 9 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Choreo LLC held 7,861 shares of Webster Financial worth $601K as of Q2 2026.
  • Choreo LLC bought 241 Webster Financial shares in Q2 2026, an estimated $17.5K.
  • Webster Financial made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #893 holding.
  • Choreo LLC first reported a position in Webster Financial in Q2 2024 and has held it in 9 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.