Cornerstone Planning Group’s Webster Financial WBS Stock Holding History

Cornerstone Planning Group’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	$536	Hold	7	–	–	﹤0.01%	1677
2026 Q1	$506	Buy	+7	New	+$479	﹤0.01%	1646

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's WBS Position: Q2 2026 in Review

Cornerstone Planning Group held its Webster Financial (WBS) position steady in Q2 2026 at 7 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Cornerstone Planning Group first reported a position in WBS in Q1 2026 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Cornerstone Planning Group held 7 shares of Webster Financial worth $536 as of Q2 2026.
Cornerstone Planning Group left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1677 holding.
Cornerstone Planning Group first reported a position in Webster Financial in Q1 2026 and has held it in 2 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.