FHA
WBS

Flagship Harbor Advisors’s Webster Financial WBS Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-439
Closed -$27.6K – 2184
2025
Q4 		$27.6K Buy
+439
New +$26.1K ﹤0.01% 1233
2020
Q4 		– Sell
-73
Closed -$1K – 1756
2020
Q3 		$1K Buy
73
+1
+1% +$27 ﹤0.01% 1863
2020
Q2 		$2K Buy
72
+1
+1% +$26 ﹤0.01% 1854
2020
Q1 		$2K Hold
71
– – ﹤0.01% 1683
2019
Q4 		$4K Buy
71
+1
+1% +$48 ﹤0.01% 1598
2019
Q3 		$3K Buy
70
+1
+1% +$47 ﹤0.01% 1635
2019
Q2 		$3K Buy
69
+1
+1% +$50 ﹤0.01% 1637
2019
Q1 		$3K Hold
68
– – ﹤0.01% 1627
2018
Q4 		$3K Sell
68
-159
-70% -$9.08K ﹤0.01% 1591
2018
Q3 		$13K Buy
227
+1
+0.4% +$65 ﹤0.01% 1308
2018
Q2 		$14K Buy
+226
New +$14.1K ﹤0.01% 1252

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Flagship Harbor Advisors's WBS Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 439 shares — an estimated $27.6K sold.

Flagship Harbor Advisors first reported a position in WBS in Q2 2018 and held it in 11 quarters. The position peaked at $27.6K in Q4 2025. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 439 Webster Financial shares in Q1 2026, an estimated $27.6K.
  • Flagship Harbor Advisors first reported a position in Webster Financial in Q2 2018 and held it in 11 quarters.
  • Flagship Harbor Advisors's Webster Financial position peaked at $27.6K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.