Elevation Wealth Partners’s Webster Financial WBS Stock Holding History

Elevation Wealth Partners’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	$7.95K	Buy	+104	New	+$7.56K	﹤0.01%	891

Other funds holding WBS

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's WBS Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Webster Financial (WBS) in Q2 2026: 104 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings.

147 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Elevation Wealth Partners held 104 shares of Webster Financial worth $7.95K as of Q2 2026.
Webster Financial was a new Elevation Wealth Partners position in Q2 2026.
Webster Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #891 holding.
147 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.