FFO
WBS

Fortitude Family Office’s Webster Financial WBS Stock Holding History

Fortitude Family Office’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 		$9.55K Buy
125
+7
+6% +$509 ﹤0.01% 795
2026
Q1 		$8.19K Buy
118
+52
+79% +$3.56K ﹤0.01% 723
2025
Q4 		$4.15K Buy
66
+1
+2% +$59 ﹤0.01% 886
2025
Q3 		$3.86K Hold
65
– – ﹤0.01% 905
2025
Q2 		$3.55K Buy
+65
New +$3.24K ﹤0.01% 929

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

Fortitude Family Office's WBS Position: Q2 2026 in Review

Fortitude Family Office increased its Webster Financial (WBS) stake by 5.9% in Q2 2026, buying an estimated $509 and bringing the position to 125 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Fortitude Family Office first reported a position in WBS in Q2 2025 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Fortitude Family Office held 125 shares of Webster Financial worth $9.55K as of Q2 2026.
  • Fortitude Family Office bought 7 Webster Financial shares in Q2 2026, an estimated $509.
  • Webster Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #795 holding.
  • Fortitude Family Office first reported a position in Webster Financial in Q2 2025 and has held it in 5 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.