Evolve Private Wealth’s Webster Financial WBS Stock Holding History

Evolve Private Wealth’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	–	Sell	-4,303	Closed	-$299K	–	1241
2026 Q1	$299K	Buy	4,303 +473	+12%	+$32.4K	0.02%	786
2025 Q4	$241K	Buy	+3,830	New	+$227K	0.01%	811

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolve Private Wealth's WBS Position: Q2 2026 in Review

Evolve Private Wealth sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 4,303 shares — an estimated $299K sold.

Evolve Private Wealth first reported a position in WBS in Q4 2025 and held it in 2 quarters. The position peaked at $299K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Evolve Private Wealth reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 4,303 Webster Financial shares in Q2 2026, an estimated $299K.
Evolve Private Wealth first reported a position in Webster Financial in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Webster Financial position peaked at $299K in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.