DIA
WBS

Dana Investment Advisors’s Webster Financial WBS Stock Holding History

Dana Investment Advisors’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 		$7.3M Sell
95,512
-65,213
-41% -$4.74M 0.19% 131
2026
Q1 		$11.2M Sell
160,725
-363
-0.2% -$24.9K 0.33% 67
2025
Q4 		$10.1M Buy
161,088
+474
+0.3% +$28.1K 0.3% 69
2025
Q3 		$9.55M Sell
160,614
-1,149
-0.7% -$68.5K 0.28% 77
2025
Q2 		$8.83M Sell
161,763
-2,615
-2% -$130K 0.29% 79
2025
Q1 		$8.47M Sell
164,378
-4,228
-3% -$235K 0.3% 76
2024
Q4 		$9.31M Sell
168,606
-9,710
-5% -$533K 0.31% 73
2024
Q3 		$8.31M Sell
178,316
-21,271
-11% -$976K 0.28% 94
2024
Q2 		$8.7M Sell
199,587
-181,866
-48% -$8.1M 0.29% 91
2024
Q1 		$19.4M Buy
381,453
+200,592
+111% +$9.81M 0.64% 35
2023
Q4 		$9.18M Sell
180,861
-43,572
-19% -$1.88M 0.44% 69
2023
Q3 		$9.05M Sell
224,433
-34,421
-13% -$1.46M 0.46% 69
2023
Q2 		$9.77M Buy
258,854
+83,239
+47% +$3.07M 0.48% 65
2023
Q1 		$6.92M Buy
+175,615
New +$8.43M 0.35% 79

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

Dana Investment Advisors's WBS Position: Q2 2026 in Review

Dana Investment Advisors reduced its Webster Financial (WBS) stake by 41% in Q2 2026, selling an estimated $4.74M and leaving 95,512 shares worth $7.3M. The position accounts for 0.19% of the portfolio, ranked #131.

Dana Investment Advisors first reported a position in WBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.4M in Q1 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Dana Investment Advisors held 95,512 shares of Webster Financial worth $7.3M as of Q2 2026.
  • Dana Investment Advisors sold 65,213 Webster Financial shares in Q2 2026, an estimated $4.74M.
  • Webster Financial made up 0.19% of Dana Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Dana Investment Advisors first reported a position in Webster Financial in Q1 2023 and has held it in 14 quarters since.
  • Dana Investment Advisors's Webster Financial position peaked at $19.4M in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.