Emerald Investment Advisers’s Webster Financial WBS Stock Holding History

Emerald Investment Advisers’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	–	Sell	-4,716	Closed	-$327K	–	289
2026 Q1	$327K	Buy	+4,716	New	+$323K	0.03%	232

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

Emerald Investment Advisers's WBS Position: Q2 2026 in Review

Emerald Investment Advisers sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 4,716 shares — an estimated $327K sold.

Emerald Investment Advisers first reported a position in WBS in Q1 2026 and held it in 1 quarter. The position peaked at $327K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Emerald Investment Advisers reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
Emerald Investment Advisers sold 4,716 Webster Financial shares in Q2 2026, an estimated $327K.
Emerald Investment Advisers first reported a position in Webster Financial in Q1 2026 and held it in 1 quarter.
Emerald Investment Advisers's Webster Financial position peaked at $327K in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.