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Everhart Financial Group’s Webster Financial WBS Stock Holding History

Everhart Financial Group’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 		$429K Buy
5,613
+220
+4% +$16K 0.03% 300
2026
Q1 		$374K Buy
5,393
+1,990
+58% +$136K 0.03% 325
2025
Q4 		$214K Buy
+3,403
New +$202K 0.02% 400

Other funds holding WBS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Everhart Financial Group's WBS Position: Q2 2026 in Review

Everhart Financial Group increased its Webster Financial (WBS) stake by 4.1% in Q2 2026, buying an estimated $16K and bringing the position to 5,613 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #300.

Everhart Financial Group first reported a position in WBS in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Everhart Financial Group held 5,613 shares of Webster Financial worth $429K as of Q2 2026.
  • Everhart Financial Group bought 220 Webster Financial shares in Q2 2026, an estimated $16K.
  • Webster Financial made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #300 holding.
  • Everhart Financial Group first reported a position in Webster Financial in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.