FMP
WBS

Financial Management Professionals’s Webster Financial WBS Stock Holding History

Financial Management Professionals’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 		$764 Hold
10
– – ﹤0.01% 904
2026
Q1 		$694 Hold
10
– – ﹤0.01% 844
2025
Q4 		$629 Sell
10
-222
-96% -$13.2K ﹤0.01% 855
2025
Q3 		$13.8K Sell
232
-68
-23% -$4.05K ﹤0.01% 474
2025
Q2 		$16.4K Sell
300
-478
-61% -$23.8K ﹤0.01% 450
2025
Q1 		$40.1K Sell
778
-66
-8% -$3.67K 0.01% 293
2024
Q4 		$46.6K Sell
844
-6
-0.7% -$330 0.01% 286
2024
Q3 		$40K Hold
850
– – 0.01% 296
2024
Q2 		$37K Sell
850
-625
-42% -$27.8K 0.01% 302
2024
Q1 		$75K Hold
1,475
– – 0.01% 231
2023
Q4 		$75K Sell
1,475
-23
-2% -$994 0.01% 212
2023
Q3 		$60K Buy
1,498
+5
+0.3% +$213 0.01% 230
2023
Q2 		$56K Buy
1,493
+6
+0.4% +$222 0.01% 247
2023
Q1 		$59K Sell
1,487
-5
-0.3% -$240 0.01% 256
2022
Q4 		$71K Sell
1,492
-17
-1% -$851 0.01% 197
2022
Q3 		$68K Hold
1,509
– – 0.02% 190
2022
Q2 		$64K Sell
1,509
-219
-13% -$10.5K 0.02% 199
2022
Q1 		$97K Buy
1,728
+16
+0.9% +$950 0.02% 166
2021
Q4 		$96K Hold
1,712
– – 0.02% 179
2021
Q3 		$93K Sell
1,712
-11
-0.6% -$547 0.02% 159
2021
Q2 		$92K Buy
1,723
+16
+0.9% +$887 0.02% 162
2021
Q1 		$94K Sell
1,707
-15
-0.9% -$799 0.03% 142
2020
Q4 		$73K Buy
+1,722
New +$62.2K 0.02% 166

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

Financial Management Professionals's WBS Position: Q2 2026 in Review

Financial Management Professionals held its Webster Financial (WBS) position steady in Q2 2026 at 10 shares worth $764. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Financial Management Professionals first reported a position in WBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $97K in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Financial Management Professionals held 10 shares of Webster Financial worth $764 as of Q2 2026.
  • Financial Management Professionals left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #904 holding.
  • Financial Management Professionals first reported a position in Webster Financial in Q4 2020 and has held it in 23 quarters since.
  • Financial Management Professionals's Webster Financial position peaked at $97K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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