C
WBS

Covestor’s Webster Financial WBS Stock Holding History

Covestor’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 		$10K Sell
132
-126
-49% -$9.16K 0.01% 1633
2026
Q1 		$18K Sell
258
-128
-33% -$8.76K 0.01% 1160
2025
Q4 		$24K Sell
386
-33
-8% -$1.96K 0.01% 1215
2025
Q3 		$25K Sell
419
-383
-48% -$22.8K 0.01% 1201
2025
Q2 		$44K Buy
802
+526
+191% +$26.2K 0.03% 946
2025
Q1 		$14K Sell
276
-1,771
-87% -$98.5K 0.01% 1324
2024
Q4 		$113K Buy
2,047
+152
+8% +$8.35K 0.07% 448
2024
Q3 		$89K Buy
1,895
+276
+17% +$12.7K 0.06% 604
2024
Q2 		$71K Sell
1,619
-850
-34% -$37.8K 0.05% 695
2024
Q1 		$125K Sell
2,469
-285
-10% -$13.9K 0.08% 384
2023
Q4 		$140K Sell
2,754
-775
-22% -$33.5K 0.1% 289
2023
Q3 		$142K Buy
3,529
+513
+17% +$21.8K 0.11% 246
2023
Q2 		$114K Buy
3,016
+1,740
+136% +$64.2K 0.09% 361
2023
Q1 		$50K Buy
1,276
+652
+104% +$31.3K 0.04% 710
2022
Q4 		$30K Sell
624
-223
-26% -$11.2K 0.02% 918
2022
Q3 		$38K Buy
847
+30
+4% +$1.39K 0.03% 803
2022
Q2 		$34K Sell
817
-257
-24% -$12.4K 0.03% 849
2022
Q1 		$60K Buy
1,074
+572
+114% +$34K 0.04% 741
2021
Q4 		$28K Buy
+502
New +$28.3K 0.04% 776

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

Covestor's WBS Position: Q2 2026 in Review

Covestor reduced its Webster Financial (WBS) stake by 49% in Q2 2026, selling an estimated $9.16K and leaving 132 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1633.

Covestor first reported a position in WBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $142K in Q3 2023. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Covestor held 132 shares of Webster Financial worth $10K as of Q2 2026.
  • Covestor sold 126 Webster Financial shares in Q2 2026, an estimated $9.16K.
  • Webster Financial made up 0.01% of Covestor's portfolio in Q2 2026, its #1633 holding.
  • Covestor first reported a position in Webster Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Webster Financial position peaked at $142K in Q3 2023.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.