F/M Investments’s Webster Financial WBS Stock Holding History

F/M Investments’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	-5,037	Closed	-$289K	–	380
2026 Q1	$289K	Sell	5,037 -2,998	-37%	-$205K	0.02%	293
2025 Q4	$506K	Hold	8,035	–	–	0.02%	335
2025 Q3	$478K	Sell	8,035 -208	-3%	-$12.4K	0.02%	336
2025 Q2	$450K	Buy	8,243 +222	+3%	+$11.1K	0.02%	330
2025 Q1	$413K	Sell	8,021 -61	-0.8%	-$3.39K	0.02%	336
2024 Q4	$446K	Buy	+8,082	New	+$444K	0.02%	330
2024 Q3	–	Sell	-68,478	Closed	-$2.98M	–	361
2024 Q2	$2.98M	Buy	+68,478	New	+$3.05M	0.11%	189

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

F/M Investments's WBS Position: Q2 2026 in Review

F/M Investments sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 5,037 shares — an estimated $289K sold.

F/M Investments first reported a position in WBS in Q2 2024 and held it in 7 quarters. The position peaked at $2.98M in Q2 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

F/M Investments reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
F/M Investments sold 5,037 Webster Financial shares in Q2 2026, an estimated $289K.
F/M Investments first reported a position in Webster Financial in Q2 2024 and held it in 7 quarters.
F/M Investments's Webster Financial position peaked at $2.98M in Q2 2024.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.