FIA
WBS

Foundations Investment Advisors’s Webster Financial WBS Stock Holding History

Foundations Investment 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 		$1.62M Buy
21,157
+170
+0.8% +$12.4K 0.02% 458
2026
Q1 		$1.46M Buy
20,987
+4,586
+28% +$314K 0.02% 435
2025
Q4 		$1.03M Buy
16,401
+113
+0.7% +$6.71K 0.01% 503
2025
Q3 		$968K Buy
16,288
+98
+0.6% +$5.84K 0.01% 476
2025
Q2 		$884K Buy
+16,190
New +$807K 0.01% 462

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

Foundations Investment Advisors's WBS Position: Q2 2026 in Review

Foundations Investment Advisors increased its Webster Financial (WBS) stake by 0.81% in Q2 2026, buying an estimated $12.4K and bringing the position to 21,157 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #458.

Foundations Investment Advisors 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.

  • Foundations Investment Advisors held 21,157 shares of Webster Financial worth $1.62M as of Q2 2026.
  • Foundations Investment Advisors bought 170 Webster Financial shares in Q2 2026, an estimated $12.4K.
  • Webster Financial made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #458 holding.
  • Foundations Investment Advisors 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.