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Greenleaf Trust’s Webster Financial WBS Stock Holding History

Greenleaf Trust’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
Q1 		$374K Buy
5,391
+66
+1% +$4.52K ﹤0.01% 573
2025
Q4 		$335K Buy
5,325
+41
+0.8% +$2.43K ﹤0.01% 611
2025
Q3 		$314K Buy
5,284
+30
+0.6% +$1.79K ﹤0.01% 625
2025
Q2 		$287K Sell
5,254
-377
-7% -$18.8K ﹤0.01% 645
2025
Q1 		$290K Sell
5,631
-299
-5% -$16.6K ﹤0.01% 657
2024
Q4 		$327K Buy
5,930
+134
+2% +$7.36K ﹤0.01% 624
2024
Q3 		$270K Buy
5,796
+175
+3% +$8.03K ﹤0.01% 697
2024
Q2 		$245K Buy
5,621
+70
+1% +$3.12K ﹤0.01% 681
2024
Q1 		$282K Sell
5,551
-62
-1% -$3.03K ﹤0.01% 625
2023
Q4 		$285K Buy
5,613
+196
+4% +$8.47K ﹤0.01% 608
2023
Q3 		$218K Buy
5,417
+104
+2% +$4.42K ﹤0.01% 686
2023
Q2 		$201K Sell
5,313
-293
-5% -$10.8K ﹤0.01% 727
2023
Q1 		$221K Sell
5,606
-3
-0.1% -$144 ﹤0.01% 705
2022
Q4 		$266K Sell
5,609
-21
-0.4% -$1.05K ﹤0.01% 623
2022
Q3 		$254K Buy
5,630
+325
+6% +$15K ﹤0.01% 593
2022
Q2 		$224K Buy
5,305
+425
+9% +$20.5K ﹤0.01% 647
2022
Q1 		$274K Buy
+4,880
New +$290K ﹤0.01% 620

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Greenleaf Trust's WBS Position: Q1 2026 in Review

Greenleaf Trust increased its Webster Financial (WBS) stake by 1.2% in Q1 2026, buying an estimated $4.52K and bringing the position to 5,391 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Greenleaf Trust first reported a position in WBS in Q1 2022 and has held it in 17 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Greenleaf Trust held 5,391 shares of Webster Financial worth $374K as of Q1 2026.
  • Greenleaf Trust bought 66 Webster Financial shares in Q1 2026, an estimated $4.52K.
  • Webster Financial made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #573 holding.
  • Greenleaf Trust first reported a position in Webster Financial in Q1 2022 and has held it in 17 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.