EWM
WBS

Evercore Wealth Management’s Webster Financial WBS Stock Holding History

Evercore Wealth Management’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 		$417K Sell
5,462
-760
-12% -$55.3K 0.01% 306
2026
Q1 		$432K Sell
6,222
-2
-0% -$137 0.01% 301
2025
Q4 		$392K Buy
6,224
+680
+12% +$40.4K 0.01% 315
2025
Q3 		$330K Sell
5,544
-574
-9% -$34.2K ﹤0.01% 339
2025
Q2 		$334K Sell
6,118
-1,828
-23% -$91.1K 0.01% 332
2025
Q1 		$410K Hold
7,946
– – 0.01% 298
2024
Q4 		$439K Hold
7,946
– – 0.01% 297
2024
Q3 		$370K Hold
7,946
– – 0.01% 314
2024
Q2 		$346K Hold
7,946
– – 0.01% 325
2024
Q1 		$403K Hold
7,946
– – 0.01% 306
2023
Q4 		$403K Buy
+7,946
New +$343K 0.01% 304
2022
Q4 		– Sell
-23,616
Closed -$1.07M – 408
2022
Q3 		$1.07M Sell
23,616
-2,500
-10% -$116K 0.02% 197
2022
Q2 		$1.1M Buy
26,116
+14,129
+118% +$680K 0.02% 198
2022
Q1 		$673K Buy
+11,987
New +$712K 0.01% 258

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

Evercore Wealth Management's WBS Position: Q2 2026 in Review

Evercore Wealth Management reduced its Webster Financial (WBS) stake by 12% in Q2 2026, selling an estimated $55.3K and leaving 5,462 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #306.

Evercore Wealth Management first reported a position in WBS in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Evercore Wealth Management held 5,462 shares of Webster Financial worth $417K as of Q2 2026.
  • Evercore Wealth Management sold 760 Webster Financial shares in Q2 2026, an estimated $55.3K.
  • Webster Financial made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Evercore Wealth Management first reported a position in Webster Financial in Q1 2022 and has held it in 14 quarters since.
  • Evercore Wealth Management's Webster Financial position peaked at $1.1M in Q2 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.