HIA
WBS

HFM Investment Advisors’s Webster Financial WBS Stock Holding History

HFM Investment Advisors’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 		$918 Hold
12
– – ﹤0.01% 769
2026
Q1 		$833 Hold
12
– – ﹤0.01% 476
2025
Q4 		$756 Hold
12
– – ﹤0.01% 554
2025
Q3 		$713 Sell
12
-1
-8% -$60 ﹤0.01% 505
2025
Q2 		$710 Buy
13
+9
+225% +$449 ﹤0.01% 510
2025
Q1 		$207 Buy
+4
New +$223 ﹤0.01% 616

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

HFM Investment Advisors's WBS Position: Q2 2026 in Review

HFM Investment Advisors held its Webster Financial (WBS) position steady in Q2 2026 at 12 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #769.

HFM Investment Advisors first reported a position in WBS in Q1 2025 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • HFM Investment Advisors held 12 shares of Webster Financial worth $918 as of Q2 2026.
  • HFM Investment Advisors left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #769 holding.
  • HFM Investment Advisors first reported a position in Webster Financial in Q1 2025 and has held it in 6 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.