GRP
WBS

Global Retirement Partners’s Webster Financial WBS Stock Holding History

Global Retirement Partners’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 		$458K Buy
+5,992
New +$436K 0.01% 1077
2025
Q4 		$327K Buy
5,194
+5,094
+5,094% +$302K 0.01% 1193
2025
Q3 		$5.94K Hold
100
– – ﹤0.01% 2909
2025
Q2 		$5.46K Buy
+100
New +$4.99K ﹤0.01% 2872
2024
Q4 		$71.3K Sell
1,291
-2
-0.2% -$110 ﹤0.01% 1444
2024
Q3 		$60.3K Sell
1,293
-8
-0.6% -$367 ﹤0.01% 1477
2024
Q2 		$56.7K Sell
1,301
-16
-1% -$712 ﹤0.01% 1468
2024
Q1 		$66.9K Buy
1,317
+1,209
+1,119% +$59.1K ﹤0.01% 1267
2023
Q4 		$5.34K Buy
108
+74
+218% +$3.2K ﹤0.01% 2296
2023
Q3 		$1.31K Buy
34
+7
+26% +$298 ﹤0.01% 2689
2023
Q2 		$1.02K Hold
27
– – ﹤0.01% 2781
2023
Q1 		$911 Sell
27
-38
-58% -$1.82K ﹤0.01% 2763
2022
Q4 		$3.09K Hold
65
– – ﹤0.01% 2197
2022
Q3 		$4K Hold
65
– – ﹤0.01% 2043
2022
Q2 		$3K Hold
65
– – ﹤0.01% 2119
2022
Q1 		$3K Buy
+65
New +$3.86K ﹤0.01% 2116
2021
Q4 		– Sell
-65
Closed -$4K – 1800
2021
Q3 		$4K Hold
65
– – ﹤0.01% 1718
2021
Q2 		$3K Hold
65
– – ﹤0.01% 1698
2021
Q1 		$4K Hold
65
– – ﹤0.01% 1554
2020
Q4 		$3K Hold
65
– – ﹤0.01% 1561
2020
Q3 		$2K Sell
65
-10
-13% -$271 ﹤0.01% 1516
2020
Q2 		$2K Buy
75
+2
+3% +$53 ﹤0.01% 1499
2020
Q1 		$2K Sell
73
-24
-25% -$976 ﹤0.01% 1447
2019
Q4 		$5K Buy
+97
New +$4.67K ﹤0.01% 1352

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

Global Retirement Partners's WBS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Webster Financial (WBS) in Q2 2026: 5,992 shares worth $458K. The stake represents 0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WBS as recently as Q4 2025.

Global Retirement Partners first reported a position in WBS in Q4 2019 and has held it in 24 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Global Retirement Partners held 5,992 shares of Webster Financial worth $458K as of Q2 2026.
  • Webster Financial was a new Global Retirement Partners position in Q2 2026.
  • Webster Financial made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1077 holding.
  • Global Retirement Partners first reported a position in Webster Financial in Q4 2019 and has held it in 24 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.