Creative Financial Designs’s Webster Financial WBS Stock Holding History

Creative Financial Designs’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	$1.83K	Hold	24	–	–	﹤0.01%	1921
2026 Q1	$1.67K	Buy	24 +19	+380%	+$1.3K	﹤0.01%	1807
2025 Q4	$315	Hold	5	–	–	﹤0.01%	1954
2025 Q3	$297	Hold	5	–	–	﹤0.01%	1957
2025 Q2	$273	Sell	5 -43	-90%	-$2.14K	﹤0.01%	1926
2025 Q1	$2.47K	Sell	48 -285	-86%	-$15.9K	﹤0.01%	1633
2024 Q4	$18.4K	Sell	333 -3,643	-92%	-$200K	﹤0.01%	1069
2024 Q3	$185K	Buy	3,976 +311	+8%	+$14.3K	0.02%	466
2024 Q2	$160K	Buy	3,665 +170	+5%	+$7.57K	0.01%	480
2024 Q1	$177K	Sell	3,495 -27	-0.8%	-$1.32K	0.02%	446
2023 Q4	$179K	Sell	3,522 -5	-0.1%	-$216	0.02%	410
2023 Q3	$142K	Sell	3,527 -80	-2%	-$3.4K	0.02%	423
2023 Q2	$136K	Buy	3,607 +19	+0.5%	+$701	0.02%	419
2023 Q1	$141K	Sell	3,588 -248	-6%	-$11.9K	0.02%	397
2022 Q4	$182K	Buy	3,836 +67	+2%	+$3.35K	0.03%	324
2022 Q3	$170K	Buy	3,769 +1,469	+64%	+$68K	0.03%	328
2022 Q2	$97K	Buy	+2,300	New	+$111K	0.02%	447

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

Creative Financial Designs's WBS Position: Q2 2026 in Review

Creative Financial Designs held its Webster Financial (WBS) position steady in Q2 2026 at 24 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Creative Financial Designs first reported a position in WBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $185K in Q3 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Creative Financial Designs held 24 shares of Webster Financial worth $1.83K as of Q2 2026.
Creative Financial Designs left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1921 holding.
Creative Financial Designs first reported a position in Webster Financial in Q2 2022 and has held it in 17 quarters since.
Creative Financial Designs's Webster Financial position peaked at $185K in Q3 2024.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.