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GoalVest Advisory’s Webster Financial WBS Stock Holding History

GoalVest Advisory’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 		$3.82K Buy
+50
New +$3.64K ﹤0.01% 400

Other funds holding WBS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GoalVest Advisory's WBS Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Webster Financial (WBS) in Q2 2026: 50 shares worth $3.82K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

56 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • GoalVest Advisory held 50 shares of Webster Financial worth $3.82K as of Q2 2026.
  • Webster Financial was a new GoalVest Advisory position in Q2 2026.
  • Webster Financial made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #400 holding.
  • 56 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.