EP
WBS

Essential Partners’s Webster Financial WBS Stock Holding History

Essential 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 		$3.13K Sell
41
-9,649
-100% -$702K ﹤0.01% 1772
2026
Q1 		$673K Hold
9,690
– – 0.23% 112
2025
Q4 		$610K Sell
9,690
-19
-0.2% -$1.13K 0.19% 155
2025
Q3 		$577K Buy
9,709
+29
+0.3% +$1.73K 0.19% 149
2025
Q2 		$529K Buy
+9,680
New +$483K 0.21% 149

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

Essential Partners's WBS Position: Q2 2026 in Review

Essential Partners reduced its Webster Financial (WBS) stake by 100% in Q2 2026, selling an estimated $702K and leaving 41 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Essential Partners first reported a position in WBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $673K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Essential Partners held 41 shares of Webster Financial worth $3.13K as of Q2 2026.
  • Essential Partners sold 9,649 Webster Financial shares in Q2 2026, an estimated $702K.
  • Webster Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1772 holding.
  • Essential Partners first reported a position in Webster Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Webster Financial position peaked at $673K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.