HWM
WBS

HighMark Wealth Management’s Webster Financial WBS Stock Holding History

HighMark 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 		$223K Buy
2,914
+16
+0.6% +$1.16K 0.07% 78
2026
Q1 		$201K Buy
2,898
+16
+0.6% +$1.09K 0.08% 77
2025
Q4 		$181K Buy
2,882
+21
+0.7% +$1.25K 0.07% 83
2025
Q3 		$170K Buy
2,861
+19
+0.7% +$1.13K 0.07% 86
2025
Q2 		$155K Buy
2,842
+22
+0.8% +$1.1K 0.08% 88
2025
Q1 		$145K Buy
2,820
+19
+0.7% +$1.06K 0.09% 71
2024
Q4 		$155K Buy
2,801
+19
+0.7% +$1.04K 0.09% 63
2024
Q3 		$130K Buy
2,782
+25
+0.9% +$1.15K 0.07% 88
2024
Q2 		$120K Buy
2,757
+24
+0.9% +$1.07K 0.07% 86
2024
Q1 		$139K Buy
2,733
+23
+0.8% +$1.13K 0.09% 79
2023
Q4 		$138K Buy
2,710
+27
+1% +$1.17K 0.1% 76
2023
Q3 		$108K Buy
2,683
+24
+0.9% +$1.02K 0.09% 77
2023
Q2 		$100K Buy
2,659
+29
+1% +$1.07K 0.08% 81
2023
Q1 		$104K Buy
2,630
+19
+0.7% +$912 0.08% 96
2022
Q4 		$124K Buy
2,611
+19
+0.7% +$951 0.09% 68
2022
Q3 		$117K Buy
2,592
+21
+0.8% +$972 0.1% 63
2022
Q2 		$108K Buy
2,571
+22
+0.9% +$1.06K 0.09% 67
2022
Q1 		$143K Buy
2,549
+16
+0.6% +$950 0.1% 67
2021
Q4 		$141K Buy
2,533
+18
+0.7% +$1.01K 0.09% 67
2021
Q3 		$137K Buy
2,515
+19
+0.8% +$946 0.1% 61
2021
Q2 		$133K Buy
2,496
+18
+0.7% +$998 0.1% 61
2021
Q1 		$137K Buy
2,478
+19
+0.8% +$1.01K 0.11% 60
2020
Q4 		$104K Buy
2,459
+26
+1% +$939 0.09% 66
2020
Q3 		$64K Buy
2,433
+33
+1% +$894 0.06% 92
2020
Q2 		$69K Buy
2,400
+38
+2% +$1.01K 0.08% 66
2020
Q1 		$54K Buy
2,362
+20
+0.9% +$814 0.07% 63
2019
Q4 		$124K Buy
+2,342
New +$113K 0.13% 48

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

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

HighMark Wealth Management increased its Webster Financial (WBS) stake by 0.55% in Q2 2026, buying an estimated $1.16K and bringing the position to 2,914 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #78.

HighMark Wealth Management first reported a position in WBS in Q4 2019 and has held it in 27 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • HighMark Wealth Management held 2,914 shares of Webster Financial worth $223K as of Q2 2026.
  • HighMark Wealth Management bought 16 Webster Financial shares in Q2 2026, an estimated $1.16K.
  • Webster Financial made up 0.07% of HighMark Wealth Management's portfolio in Q2 2026, its #78 holding.
  • HighMark Wealth Management first reported a position in Webster Financial in Q4 2019 and has held it in 27 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.