EWA
WBS

EverSource Wealth Advisors’s Webster Financial WBS Stock Holding History

EverSource Wealth Advisors’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 		$61.9K Sell
810
-2,717
-77% -$198K ﹤0.01% 1639
2026
Q1 		$245K Buy
3,527
+22
+0.6% +$1.51K 0.01% 939
2025
Q4 		$221K Sell
3,505
-67
-2% -$3.98K 0.01% 904
2025
Q3 		$212K Buy
3,572
+174
+5% +$10.4K 0.01% 875
2025
Q2 		$186K Buy
3,398
+2,284
+205% +$114K 0.01% 886
2025
Q1 		$57.5K Buy
1,114
+135
+14% +$7.51K ﹤0.01% 1174
2024
Q4 		$54.1K Buy
979
+97
+11% +$5.33K ﹤0.01% 1156
2024
Q3 		$41.1K Buy
882
+14
+2% +$643 ﹤0.01% 1144
2024
Q2 		$43.1K Buy
868
+20
+2% +$891 ﹤0.01% 1157
2024
Q1 		$37.1K Sell
848
-266
-24% -$13K ﹤0.01% 1096
2023
Q4 		$56.5K Buy
1,114
+255
+30% +$11K 0.01% 851
2023
Q3 		$34.6K Sell
859
-224
-21% -$9.53K ﹤0.01% 943
2023
Q2 		$40.9K Buy
1,083
+318
+42% +$11.7K ﹤0.01% 918
2023
Q1 		$30.2K Sell
765
-94
-11% -$4.51K ﹤0.01% 954
2022
Q4 		$40.6K Sell
859
-30
-3% -$1.5K 0.01% 836
2022
Q3 		$40K Buy
889
+617
+227% +$28.6K 0.01% 694
2022
Q2 		$11K Buy
272
+23
+9% +$1.11K ﹤0.01% 1018
2022
Q1 		$14K Buy
249
+224
+896% +$13.3K ﹤0.01% 860
2021
Q4 		$1K Buy
+25
New +$1.41K ﹤0.01% 1739

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

EverSource Wealth Advisors's WBS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Webster Financial (WBS) stake by 77% in Q2 2026, selling an estimated $198K and leaving 810 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

EverSource Wealth Advisors first reported a position in WBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $245K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • EverSource Wealth Advisors held 810 shares of Webster Financial worth $61.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,717 Webster Financial shares in Q2 2026, an estimated $198K.
  • Webster Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1639 holding.
  • EverSource Wealth Advisors first reported a position in Webster Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Webster Financial position peaked at $245K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.