CIA
WBS

Concurrent Investment Advisors’s Webster Financial WBS Stock Holding History

Concurrent Investment 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 		$235K Buy
3,077
+91
+3% +$6.62K ﹤0.01% 1849
2026
Q1 		$207K Buy
+2,986
New +$204K ﹤0.01% 1727
2024
Q1 		– Sell
-7,459
Closed -$379K – 1008
2023
Q4 		$379K Buy
+7,459
New +$322K 0.02% 570

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

Concurrent Investment Advisors's WBS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Webster Financial (WBS) stake by 3% in Q2 2026, buying an estimated $6.62K and bringing the position to 3,077 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Concurrent Investment Advisors first reported a position in WBS in Q4 2023 and has held it in 3 quarters since. The position peaked at $379K in Q4 2023. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Concurrent Investment Advisors held 3,077 shares of Webster Financial worth $235K as of Q2 2026.
  • Concurrent Investment Advisors bought 91 Webster Financial shares in Q2 2026, an estimated $6.62K.
  • Webster Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1849 holding.
  • Concurrent Investment Advisors first reported a position in Webster Financial in Q4 2023 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Webster Financial position peaked at $379K in Q4 2023.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.