Houlihan Financial Resource Group’s Webster Financial WBS Stock Holding History

Houlihan Financial Resource Group’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	$1.19M	Hold	15,575	–	–	0.42%	51
2026 Q1	$1.08M	Hold	15,575	–	–	0.42%	49
2025 Q4	$980K	Buy	+15,575	New	+$925K	0.37%	54
2025 Q3	–	Sell	-15,575	Closed	-$850K	–	106
2025 Q2	$850K	Hold	15,575	–	–	0.35%	54
2025 Q1	$803K	Hold	15,575	–	–	0.36%	50
2024 Q4	$860K	Hold	15,575	–	–	0.37%	48
2024 Q3	$726K	Buy	+15,575	New	+$715K	0.3%	56
2024 Q2	–	Sell	-15,575	Closed	-$791K	–	103
2024 Q1	$791K	Hold	15,575	–	–	0.35%	51
2023 Q4	$791K	Hold	15,575	–	–	0.38%	46
2023 Q3	$628K	Buy	+15,575	New	+$662K	0.34%	55
2023 Q2	–	Sell	-15,575	Closed	-$614K	–	177
2023 Q1	$614K	Hold	15,575	–	–	0.34%	54
2022 Q4	$737K	Buy	+15,575	New	+$780K	0.43%	49

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Houlihan Financial Resource Group's WBS Position: Q2 2026 in Review

Houlihan Financial Resource Group held its Webster Financial (WBS) position steady in Q2 2026 at 15,575 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #51.

Houlihan Financial Resource Group first reported a position in WBS in Q4 2022 and has held it in 12 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Houlihan Financial Resource Group held 15,575 shares of Webster Financial worth $1.19M as of Q2 2026.
Houlihan Financial Resource Group left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up 0.42% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #51 holding.
Houlihan Financial Resource Group first reported a position in Webster Financial in Q4 2022 and has held it in 12 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.