CA
WBS

Clearstead Advisors’s Webster Financial WBS Stock Holding History

Clearstead Advisors’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 		$4.59K Buy
60
+2
+3% +$145 ﹤0.01% 2223
2026
Q1 		$4.03K Sell
58
-594
-91% -$40.7K ﹤0.01% 1771
2025
Q4 		$41K Buy
652
+359
+123% +$21.3K ﹤0.01% 1485
2025
Q3 		$17.4K Buy
293
+18
+7% +$1.07K ﹤0.01% 1709
2025
Q2 		$15K Sell
275
-17
-6% -$847 ﹤0.01% 1744
2025
Q1 		$15.1K Buy
292
+188
+181% +$10.5K ﹤0.01% 1492
2024
Q4 		$5.74K Buy
104
+17
+20% +$934 ﹤0.01% 1690
2024
Q3 		$4.06K Hold
87
– – ﹤0.01% 1743
2024
Q2 		$3.79K Buy
+87
New +$3.87K ﹤0.01% 1730

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

Clearstead Advisors's WBS Position: Q2 2026 in Review

Clearstead Advisors increased its Webster Financial (WBS) stake by 3.4% in Q2 2026, buying an estimated $145 and bringing the position to 60 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Clearstead Advisors first reported a position in WBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $41K in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Clearstead Advisors held 60 shares of Webster Financial worth $4.59K as of Q2 2026.
  • Clearstead Advisors bought 2 Webster Financial shares in Q2 2026, an estimated $145.
  • Webster Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2223 holding.
  • Clearstead Advisors first reported a position in Webster Financial in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Webster Financial position peaked at $41K in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.