Focus Partners Wealth
WBS

Focus Partners Wealth’s Webster Financial WBS Stock Holding History

Focus Partners 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 		$1.34M Sell
17,565
-486
-3% -$35.3K ﹤0.01% 1516
2026
Q1 		$1.25M Buy
18,051
+4,855
+37% +$332K ﹤0.01% 1519
2025
Q4 		$831K Buy
13,196
+5,377
+69% +$319K ﹤0.01% 1714
2025
Q3 		$465K Sell
7,819
-416
-5% -$24.8K ﹤0.01% 1643
2025
Q2 		$450K Buy
8,235
+2,343
+40% +$117K ﹤0.01% 1496
2025
Q1 		$304K Sell
5,892
-2,776
-32% -$154K ﹤0.01% 1565
2024
Q4 		$479K Sell
8,668
-68,972
-89% -$3.79M ﹤0.01% 1354
2024
Q3 		$3.62M Sell
77,640
-74,168
-49% -$3.4M 0.01% 638
2024
Q2 		$6.62M Buy
151,808
+77,443
+104% +$3.45M 0.02% 449
2024
Q1 		$3.78M Buy
74,365
+9,134
+14% +$447K 0.03% 371
2023
Q4 		$3.31M Buy
+65,231
New +$2.82M 0.04% 284

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

Focus Partners Wealth's WBS Position: Q2 2026 in Review

Focus Partners Wealth reduced its Webster Financial (WBS) stake by 2.7% in Q2 2026, selling an estimated $35.3K and leaving 17,565 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Focus Partners Wealth first reported a position in WBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.62M in Q2 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Focus Partners Wealth held 17,565 shares of Webster Financial worth $1.34M as of Q2 2026.
  • Focus Partners Wealth sold 486 Webster Financial shares in Q2 2026, an estimated $35.3K.
  • Webster Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1516 holding.
  • Focus Partners Wealth first reported a position in Webster Financial in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Webster Financial position peaked at $6.62M in Q2 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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