HWM
WBS

HB Wealth Management’s Webster Financial WBS Stock Holding History

HB 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 		$618K Sell
8,092
-1,475
-15% -$107K ﹤0.01% 996
2026
Q1 		$664K Buy
9,567
+2,830
+42% +$194K ﹤0.01% 840
2025
Q4 		$424K Sell
6,737
-1,690
-20% -$100K ﹤0.01% 973
2025
Q3 		$501K Buy
8,427
+1,943
+30% +$116K ﹤0.01% 855
2025
Q2 		$354K Sell
6,484
-1,985
-23% -$99K ﹤0.01% 879
2025
Q1 		$437K Buy
8,469
+2,751
+48% +$153K ﹤0.01% 807
2024
Q4 		$316K Buy
+5,718
New +$314K ﹤0.01% 795

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

HB Wealth Management's WBS Position: Q2 2026 in Review

HB Wealth Management reduced its Webster Financial (WBS) stake by 15% in Q2 2026, selling an estimated $107K and leaving 8,092 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

HB Wealth Management first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $664K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • HB Wealth Management held 8,092 shares of Webster Financial worth $618K as of Q2 2026.
  • HB Wealth Management sold 1,475 Webster Financial shares in Q2 2026, an estimated $107K.
  • Webster Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #996 holding.
  • HB Wealth Management first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
  • HB Wealth Management's Webster Financial position peaked at $664K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.