CA
WBS

CoreCap Advisors’s Webster Financial WBS Stock Holding History

CoreCap 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 		$382 Buy
5
+1
+25% +$73 ﹤0.01% 2917
2026
Q1 		$278 Hold
4
– – ﹤0.01% 2729
2025
Q4 		$252 Hold
4
– – ﹤0.01% 2785
2025
Q3 		$238 Hold
4
– – ﹤0.01% 2652
2025
Q2 		$218 Sell
4
-11
-73% -$548 ﹤0.01% 2615
2025
Q1 		$773 Buy
15
+10
+200% +$556 ﹤0.01% 2583
2024
Q4 		$276 Hold
5
– – ﹤0.01% 2651
2024
Q3 		$233 Buy
+5
New +$229 ﹤0.01% 2484
2024
Q2 		– Sell
-389
Closed -$19.8K – 2592
2024
Q1 		$19.8K Buy
+389
New +$19K ﹤0.01% 1486

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

CoreCap Advisors's WBS Position: Q2 2026 in Review

CoreCap Advisors increased its Webster Financial (WBS) stake by 25% in Q2 2026, buying an estimated $73 and bringing the position to 5 shares worth $382. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

CoreCap Advisors first reported a position in WBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.8K in Q1 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • CoreCap Advisors held 5 shares of Webster Financial worth $382 as of Q2 2026.
  • CoreCap Advisors bought 1 Webster Financial share in Q2 2026, an estimated $73.
  • Webster Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2917 holding.
  • CoreCap Advisors first reported a position in Webster Financial in Q1 2024 and has held it in 9 quarters since.
  • CoreCap Advisors's Webster Financial position peaked at $19.8K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.