HI
WBS

Horizon Investments’s Webster Financial WBS Stock Holding History

Horizon Investments’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 		$3.27K Sell
43
-43
-50% -$3.13K ﹤0.01% 1249
2026
Q1 		$5.94K Sell
86
-75,640
-100% -$5.18M ﹤0.01% 1224
2025
Q4 		$4.77M Buy
75,726
+15,294
+25% +$908K 0.06% 253
2025
Q3 		$3.57M Buy
60,432
+19,047
+46% +$1.13M 0.05% 303
2025
Q2 		$2.24M Buy
+41,385
New +$2.06M 0.04% 361
2024
Q1 		– Sell
-10
Closed -$503 – 863
2023
Q4 		$503 Buy
10
+4
+67% +$173 ﹤0.01% 735
2023
Q3 		$239 Buy
+6
New +$255 ﹤0.01% 770
2023
Q2 		– Sell
-8
Closed -$311 – 803
2023
Q1 		$311 Buy
+8
New +$384 ﹤0.01% 721

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

Horizon Investments's WBS Position: Q2 2026 in Review

Horizon Investments reduced its Webster Financial (WBS) stake by 50% in Q2 2026, selling an estimated $3.13K and leaving 43 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Horizon Investments first reported a position in WBS in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.77M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Horizon Investments held 43 shares of Webster Financial worth $3.27K as of Q2 2026.
  • Horizon Investments sold 43 Webster Financial shares in Q2 2026, an estimated $3.13K.
  • Webster Financial made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1249 holding.
  • Horizon Investments first reported a position in Webster Financial in Q1 2023 and has held it in 8 quarters since.
  • Horizon Investments's Webster Financial position peaked at $4.77M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.