ECM
WBS

Everence Capital Management’s Webster Financial WBS Stock Holding History

Everence Capital 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 		$414K Hold
5,418
– – 0.02% 490
2026
Q1 		$376K Buy
5,418
+848
+19% +$58.1K 0.02% 475
2025
Q4 		$288K Hold
4,570
– – 0.02% 608
2025
Q3 		$272K Hold
4,570
– – 0.02% 645
2025
Q2 		$250K Hold
4,570
– – 0.02% 655
2025
Q1 		$236K Hold
4,570
– – 0.02% 674
2024
Q4 		$252K Buy
+4,570
New +$251K 0.02% 668

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

Everence Capital Management's WBS Position: Q2 2026 in Review

Everence Capital Management held its Webster Financial (WBS) position steady in Q2 2026 at 5,418 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #490.

Everence Capital Management first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Everence Capital Management held 5,418 shares of Webster Financial worth $414K as of Q2 2026.
  • Everence Capital Management left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #490 holding.
  • Everence Capital Management first reported a position in Webster Financial in Q4 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 Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.