Golden State Wealth Management’s Webster Financial WBS Stock Holding History

Golden State Wealth Management’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	$2.37K	Hold	31	–	–	﹤0.01%	1367
2026 Q1	$2.15K	Hold	31	–	–	﹤0.01%	1339
2025 Q4	$1.95K	Buy	+31	New	+$1.84K	﹤0.01%	1398
2020 Q2	–	Sell	-37	Closed	-$1K	–	911
2020 Q1	$1K	Buy	+37	New	+$1.5K	﹤0.01%	948
2019 Q4	–	Sell	-37	Closed	-$2K	–	951
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	991
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	1042
2019 Q1	$2K	Buy	+37	New	+$2K	﹤0.01%	1035

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's WBS Position: Q2 2026 in Review

Golden State Wealth Management held its Webster Financial (WBS) position steady in Q2 2026 at 31 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Golden State Wealth Management first reported a position in WBS in Q1 2019 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Golden State Wealth Management held 31 shares of Webster Financial worth $2.37K as of Q2 2026.
Golden State Wealth Management left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1367 holding.
Golden State Wealth Management first reported a position in Webster Financial in Q1 2019 and has held it in 7 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.