GT
WBS

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
Q2 		$413K Buy
5,398
+7
+0.1% +$509 ﹤0.01% 572
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 $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

Greenleaf Trust's WBS Position: Q2 2026 in Review

Greenleaf Trust increased its Webster Financial (WBS) stake by 0.13% in Q2 2026, buying an estimated $509 and bringing the position to 5,398 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Greenleaf Trust first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Greenleaf Trust held 5,398 shares of Webster Financial worth $413K as of Q2 2026.
  • Greenleaf Trust bought 7 Webster Financial shares in Q2 2026, an estimated $509.
  • Webster Financial made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #572 holding.
  • Greenleaf Trust first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.