EWA
WBS

EP Wealth Advisors’s Webster Financial WBS Stock Holding History

EP Wealth 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 		$747K Buy
9,771
+324
+3% +$23.6K ﹤0.01% 856
2026
Q1 		$656K Sell
9,447
-72
-0.8% -$4.93K ﹤0.01% 794
2025
Q4 		$599K Buy
+9,519
New +$565K ﹤0.01% 796
2025
Q2 		$505K Buy
9,245
+484
+6% +$24.1K ﹤0.01% 777
2025
Q1 		$452K Buy
8,761
+3,028
+53% +$168K ﹤0.01% 743
2024
Q4 		$317K Buy
5,733
+512
+10% +$28.1K ﹤0.01% 853
2024
Q3 		$243K Buy
+5,221
New +$240K ﹤0.01% 950

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

EP Wealth Advisors's WBS Position: Q2 2026 in Review

EP Wealth Advisors increased its Webster Financial (WBS) stake by 3.4% in Q2 2026, buying an estimated $23.6K and bringing the position to 9,771 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

EP Wealth Advisors first reported a position in WBS in Q3 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • EP Wealth Advisors held 9,771 shares of Webster Financial worth $747K as of Q2 2026.
  • EP Wealth Advisors bought 324 Webster Financial shares in Q2 2026, an estimated $23.6K.
  • Webster Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #856 holding.
  • EP Wealth Advisors first reported a position in Webster Financial in Q3 2024 and has held it in 7 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.