CT
WBS

Clearstead Trust’s Webster Financial WBS Stock Holding History

Clearstead Trust’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 		$1.76K Sell
23
-202
-90% -$14.7K ﹤0.01% 897
2026
Q1 		$15.6K Hold
225
– – ﹤0.01% 476
2025
Q4 		$14.2K Buy
225
+63
+39% +$3.74K ﹤0.01% 509
2025
Q3 		$9.63K Hold
162
– – ﹤0.01% 588
2025
Q2 		$8.85K Buy
162
+122
+305% +$6.08K ﹤0.01% 617
2025
Q1 		$2.06K Buy
+40
New +$2.23K ﹤0.01% 754

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 Trust's WBS Position: Q2 2026 in Review

Clearstead Trust reduced its Webster Financial (WBS) stake by 90% in Q2 2026, selling an estimated $14.7K and leaving 23 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Clearstead Trust first reported a position in WBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.6K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Clearstead Trust held 23 shares of Webster Financial worth $1.76K as of Q2 2026.
  • Clearstead Trust sold 202 Webster Financial shares in Q2 2026, an estimated $14.7K.
  • Webster Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #897 holding.
  • Clearstead Trust first reported a position in Webster Financial in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Webster Financial position peaked at $15.6K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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