COMPASS FINANCIAL MANAGEMENT LLC’s Webster Financial WBS Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$3.67K	Buy	+48	New	+$3.49K	﹤0.01%	1244

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WBS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Webster Financial (WBS) in Q2 2026: 48 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings.

334 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 48 shares of Webster Financial worth $3.67K as of Q2 2026.
Webster Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Webster Financial made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1244 holding.
334 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.