Corient Private Wealth’s Webster Financial WBS Stock Holding History

Corient Private Wealth’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	$812K	Buy	10,622 +151	+1%	+$11K	﹤0.01%	1925
2026 Q1	$722K	Sell	10,471 -1,702	-14%	-$117K	﹤0.01%	1829
2025 Q4	$767K	Buy	12,173 +1,064	+10%	+$63.2K	﹤0.01%	1639
2025 Q3	$660K	Sell	11,109 -4,560	-29%	-$272K	﹤0.01%	1645
2025 Q2	$856K	Sell	15,669 -4,210	-21%	-$210K	﹤0.01%	1436
2025 Q1	$1.02M	Sell	19,879 -6,955	-26%	-$387K	﹤0.01%	1267
2024 Q4	$1.48M	Sell	26,834 -3,337	-11%	-$183K	﹤0.01%	1126
2024 Q3	$1.41M	Sell	30,171 -2,686	-8%	-$123K	﹤0.01%	1252
2024 Q2	$1.43M	Sell	32,857 -36,495	-53%	-$1.63M	﹤0.01%	1182
2024 Q1	$3.52M	Sell	69,352 -750	-1%	-$36.7K	0.01%	809
2023 Q4	$3.56M	Sell	70,102 -213	-0.3%	-$9.21K	0.01%	798
2023 Q3	$2.83M	Sell	70,315 -1,039	-1%	-$44.2K	0.01%	796
2023 Q2	$2.69M	Buy	+71,354	New	+$2.63M	0.01%	812

Other funds holding WBS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth's WBS Position: Q2 2026 in Review

Corient Private Wealth increased its Webster Financial (WBS) stake by 1.4% in Q2 2026, buying an estimated $11K and bringing the position to 10,622 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Corient Private Wealth first reported a position in WBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.56M in Q4 2023. 542 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Corient Private Wealth held 10,622 shares of Webster Financial worth $812K as of Q2 2026.
Corient Private Wealth bought 151 Webster Financial shares in Q2 2026, an estimated $11K.
Webster Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1925 holding.
Corient Private Wealth first reported a position in Webster Financial in Q2 2023 and has held it in 13 quarters since.
Corient Private Wealth's Webster Financial position peaked at $3.56M in Q4 2023.
542 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.