Corient Private Wealth
WBS

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 		$781K Sell
10,215
-256
-2% -$18.6K ﹤0.01% 1939
2026
Q1 		$722K Sell
10,471
-13,758
-57% -$942K ﹤0.01% 1829
2025
Q4 		$1.53M Buy
24,229
+13,120
+118% +$779K ﹤0.01% 1665
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
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

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

Corient Private Wealth reduced its Webster Financial (WBS) stake by 2.4% in Q2 2026, selling an estimated $18.6K and leaving 10,215 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

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. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Corient Private Wealth held 10,215 shares of Webster Financial worth $781K as of Q2 2026.
  • Corient Private Wealth sold 256 Webster Financial shares in Q2 2026, an estimated $18.6K.
  • Webster Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1939 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.
  • 536 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.