FFA
WBS

Farther Finance Advisors’s Webster Financial WBS Stock Holding History

Farther Finance 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 		$60.4K Sell
791
-77
-9% -$5.6K ﹤0.01% 3098
2026
Q1 		$61K Buy
868
+308
+55% +$21.1K ﹤0.01% 2855
2025
Q4 		$35.3K Buy
560
+159
+40% +$9.44K ﹤0.01% 3036
2025
Q3 		$23.9K Buy
401
+172
+75% +$10.2K ﹤0.01% 2918
2025
Q2 		$12.5K Sell
229
-14
-6% -$698 ﹤0.01% 2959
2025
Q1 		$12.3K Sell
243
-241
-50% -$13.4K ﹤0.01% 2639
2024
Q4 		$26.7K Buy
484
+97
+25% +$5.33K ﹤0.01% 1957
2024
Q3 		$18K Buy
387
+14
+4% +$643 ﹤0.01% 2132
2024
Q2 		$16.5K Sell
373
-41
-10% -$1.83K ﹤0.01% 1849
2024
Q1 		$20.5K Buy
414
+215
+108% +$10.5K ﹤0.01% 1484
2023
Q4 		$10.1K Buy
199
+177
+805% +$7.65K ﹤0.01% 1603
2023
Q3 		$887 Sell
22
-99
-82% -$4.21K ﹤0.01% 2107
2023
Q2 		$4.57K Sell
121
-1
-0.8% -$37 ﹤0.01% 1461
2023
Q1 		$4.81K Buy
122
+104
+578% +$4.99K ﹤0.01% 1353
2022
Q4 		$852 Buy
+18
New +$901 ﹤0.01% 1693

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

Farther Finance Advisors's WBS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Webster Financial (WBS) stake by 8.9% in Q2 2026, selling an estimated $5.6K and leaving 791 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Farther Finance Advisors first reported a position in WBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $61K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Farther Finance Advisors held 791 shares of Webster Financial worth $60.4K as of Q2 2026.
  • Farther Finance Advisors sold 77 Webster Financial shares in Q2 2026, an estimated $5.6K.
  • Webster Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3098 holding.
  • Farther Finance Advisors first reported a position in Webster Financial in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Webster Financial position peaked at $61K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.