HNW
WBS

High Note Wealth’s Webster Financial WBS Stock Holding History

High Note Wealth’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 		$6.65K Hold
87
– – ﹤0.01% 499
2026
Q1 		$6.04K Hold
87
– – ﹤0.01% 479
2025
Q4 		$5.48K Buy
87
+7
+9% +$416 ﹤0.01% 466
2025
Q3 		$4.75K Hold
80
– – ﹤0.01% 493
2025
Q2 		$4.37K Sell
80
-5
-6% -$249 ﹤0.01% 487
2025
Q1 		$4.38K Hold
85
– – ﹤0.01% 469
2024
Q4 		$4.69K Buy
+85
New +$4.67K ﹤0.01% 460

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

High Note Wealth's WBS Position: Q2 2026 in Review

High Note Wealth held its Webster Financial (WBS) position steady in Q2 2026 at 87 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

High Note Wealth first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • High Note Wealth held 87 shares of Webster Financial worth $6.65K as of Q2 2026.
  • High Note Wealth left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #499 holding.
  • High Note Wealth first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.