Creative Planning’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.9M | Buy |
171,236
+66,230
| +63% | +$4.53M | 0.01% | 615 |
|
|
2025
Q4 | $6.61M | Buy |
105,006
+26,370
| +34% | +$1.57M | ﹤0.01% | 825 |
|
|
2025
Q3 | $4.67M | Buy |
78,636
+14,618
| +23% | +$871K | ﹤0.01% | 930 |
|
|
2025
Q2 | $3.5M | Buy |
64,018
+6,551
| +11% | +$327K | ﹤0.01% | 947 |
|
|
2025
Q1 | $2.96M | Buy |
57,467
+4,364
| +8% | +$243K | ﹤0.01% | 939 |
|
|
2024
Q4 | $2.93M | Buy |
53,103
+13,160
| +33% | +$723K | ﹤0.01% | 911 |
|
|
2024
Q3 | $1.86M | Buy |
39,943
+2,815
| +8% | +$129K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $1.62M | Buy |
37,128
+2,149
| +6% | +$95.7K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $1.78M | Buy |
34,979
+1,859
| +6% | +$90.9K | ﹤0.01% | 1018 |
|
|
2023
Q4 | $1.68M | Buy |
33,120
+3,429
| +12% | +$148K | ﹤0.01% | 981 |
|
|
2023
Q3 | $1.2M | Buy |
29,691
+3,119
| +12% | +$133K | ﹤0.01% | 1085 |
|
|
2023
Q2 | $1M | Buy |
26,572
+4,033
| +18% | +$149K | ﹤0.01% | 1126 |
|
|
2023
Q1 | $888K | Sell |
22,539
-1,280
| -5% | -$61.4K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $1.13M | Buy |
23,819
+5,641
| +31% | +$282K | ﹤0.01% | 979 |
|
|
2022
Q3 | $822K | Buy |
18,178
+2,316
| +15% | +$107K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $669K | Sell |
15,862
-10,079
| -39% | -$485K | ﹤0.01% | 1154 |
|
|
2022
Q1 | $1.46M | Buy |
25,941
+20,240
| +355% | +$1.2M | ﹤0.01% | 828 |
|
|
2021
Q4 | $318K | Sell |
5,701
-413
| -7% | -$23.3K | ﹤0.01% | 1581 |
|
|
2021
Q3 | $333K | Buy |
6,114
+435
| +8% | +$21.6K | ﹤0.01% | 1526 |
|
|
2021
Q2 | $303K | Sell |
5,679
-4,128
| -42% | -$229K | ﹤0.01% | 1558 |
|
|
2021
Q1 | $540K | Hold |
9,807
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q4 | $413K | Sell |
9,807
-200
| -2% | -$7.22K | ﹤0.01% | 1426 |
|
|
2020
Q3 | $264K | Sell |
10,007
-113
| -1% | -$3.06K | ﹤0.01% | 1502 |
|
|
2020
Q2 | $290K | Buy |
10,120
+296
| +3% | +$7.84K | ﹤0.01% | 1324 |
|
|
2020
Q1 | $225K | Sell |
9,824
-388
| -4% | -$15.8K | ﹤0.01% | 1335 |
|
|
2019
Q4 | $545K | Buy |
10,212
+305
| +3% | +$14.7K | ﹤0.01% | 1063 |
|
|
2019
Q3 | $464K | Sell |
9,907
-346
| -3% | -$16.4K | ﹤0.01% | 1112 |
|
|
2019
Q2 | $490K | Sell |
10,253
-590
| -5% | -$29.4K | ﹤0.01% | 1087 |
|
|
2019
Q1 | $549K | Sell |
10,843
-52
| -0.5% | -$2.82K | ﹤0.01% | 982 |
|
|
2018
Q4 | $537K | Sell |
10,895
-132
| -1% | -$7.54K | ﹤0.01% | 935 |
|
|
2018
Q3 | $650K | Sell |
11,027
-3,747
| -25% | -$244K | ﹤0.01% | 946 |
|
|
2018
Q2 | $941K | Sell |
14,774
-3
| -0% | -$187 | ﹤0.01% | 774 |
|
|
2018
Q1 | $819K | Buy |
14,777
+4,898
| +50% | +$277K | ﹤0.01% | 842 |
|
|
2017
Q4 | $555K | Buy |
9,879
+2
| +0% | +$109 | ﹤0.01% | 1018 |
|
|
2017
Q3 | $519K | Buy |
9,877
+13
| +0.1% | +$650 | ﹤0.01% | 1045 |
|
|
2017
Q2 | $515K | Sell |
9,864
-155
| -2% | -$7.83K | ﹤0.01% | 994 |
|
|
2017
Q1 | $501K | Buy |
10,019
+155
| +2% | +$8.28K | ﹤0.01% | 989 |
|
|
2016
Q4 | $535K | Hold |
9,864
| – | – | ﹤0.01% | 888 |
|
|
2016
Q3 | $375K | Buy |
9,864
+3,397
| +53% | +$125K | ﹤0.01% | 1048 |
|
|
2016
Q2 | $220K | Buy |
6,467
+65
| +1% | +$2.37K | ﹤0.01% | 1208 |
|
|
2016
Q1 | $230K | Hold |
6,402
| – | – | ﹤0.01% | 1141 |
|
|
2015
Q4 | $238K | Buy |
6,402
+400
| +7% | +$15.1K | ﹤0.01% | 1108 |
|
|
2015
Q3 | $214K | Buy |
+6,002
| New | +$224K | ﹤0.01% | 1160 |
|
Other funds holding WBS
VPM
VCM
Creative Planning's WBS Position: Q1 2026 in Review
Creative Planning increased its Webster Financial (WBS) stake by 63% in Q1 2026, buying an estimated $4.53M and bringing the position to 171,236 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #615.
Creative Planning first reported a position in WBS in Q3 2015 and has held it in 43 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.
- Creative Planning held 171,236 shares of Webster Financial worth $11.9M as of Q1 2026.
- Creative Planning bought 66,230 Webster Financial shares in Q1 2026, an estimated $4.53M.
- Webster Financial made up 0.01% of Creative Planning's portfolio in Q1 2026, its #615 holding.
- Creative Planning first reported a position in Webster Financial in Q3 2015 and has held it in 43 quarters since.
- 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.