CH
WBS

Cromwell Holdings’s Webster Financial WBS Stock Holding History

Cromwell Holdings’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 		$3.44K Buy
45
+17
+61% +$1.24K ﹤0.01% 735
2026
Q1 		$1.94K Hold
28
– – ﹤0.01% 723
2025
Q4 		$1.76K Hold
28
– – ﹤0.01% 708
2025
Q3 		$1.67K Hold
28
– – ﹤0.01% 734
2025
Q2 		$1.53K Buy
28
+16
+133% +$798 ﹤0.01% 730
2025
Q1 		$619 Buy
+12
New +$668 ﹤0.01% 730

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

Cromwell Holdings's WBS Position: Q2 2026 in Review

Cromwell Holdings increased its Webster Financial (WBS) stake by 61% in Q2 2026, buying an estimated $1.24K and bringing the position to 45 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Cromwell Holdings first reported a position in WBS in Q1 2025 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Cromwell Holdings held 45 shares of Webster Financial worth $3.44K as of Q2 2026.
  • Cromwell Holdings bought 17 Webster Financial shares in Q2 2026, an estimated $1.24K.
  • Webster Financial made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #735 holding.
  • Cromwell Holdings first reported a position in Webster Financial in Q1 2025 and has held it in 6 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.