ECM
WBS

Evergreen Capital Management’s Webster Financial WBS Stock Holding History

Evergreen 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 		$1.03M Buy
13,484
+4,225
+46% +$307K 0.02% 524
2026
Q1 		$643K Buy
9,259
+1,427
+18% +$97.7K 0.01% 654
2025
Q4 		$493K Sell
7,832
-1,313
-14% -$78K 0.01% 752
2025
Q3 		$544K Buy
9,145
+1,165
+15% +$69.4K 0.01% 621
2025
Q2 		$436K Sell
7,980
-816
-9% -$40.7K 0.01% 623
2025
Q1 		$453K Sell
8,796
-216
-2% -$12K 0.02% 549
2024
Q4 		$498K Buy
9,012
+606
+7% +$33.3K 0.02% 514
2024
Q3 		$392K Sell
8,406
-60
-0.7% -$2.75K 0.01% 606
2024
Q2 		$369K Buy
8,466
+3,733
+79% +$166K 0.01% 573
2024
Q1 		$240K Buy
4,733
+181
+4% +$8.85K 0.01% 721
2023
Q4 		$231K Buy
+4,552
New +$197K 0.01% 709

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

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

Evergreen Capital Management increased its Webster Financial (WBS) stake by 46% in Q2 2026, buying an estimated $307K and bringing the position to 13,484 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #524.

Evergreen Capital Management first reported a position in WBS in Q4 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Evergreen Capital Management held 13,484 shares of Webster Financial worth $1.03M as of Q2 2026.
  • Evergreen Capital Management bought 4,225 Webster Financial shares in Q2 2026, an estimated $307K.
  • Webster Financial made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #524 holding.
  • Evergreen Capital Management first reported a position in Webster Financial in Q4 2023 and has held it in 11 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.