HVIA
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Hudson Valley Investment Advisors’s Webster Financial WBS Stock Holding History

Hudson Valley 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 		$2.77M Hold
36,210
– – 0.34% 72
2026
Q1 		$2.51M Sell
36,210
-1,748
-5% -$120K 0.33% 73
2025
Q4 		$2.39M Sell
37,958
-7,926
-17% -$471K 0.26% 80
2025
Q3 		$2.73M Sell
45,884
-291
-0.6% -$17.3K 0.28% 80
2025
Q2 		$2.52M Sell
46,175
-69
-0.1% -$3.44K 0.28% 83
2025
Q1 		$2.38M Hold
46,244
– – 0.28% 75
2024
Q4 		$2.55M Sell
46,244
-8,254
-15% -$453K 0.29% 74
2024
Q3 		$2.54M Sell
54,498
-19,426
-26% -$892K 0.28% 76
2024
Q2 		$3.8M Buy
73,924
+13,656
+23% +$608K 0.49% 63
2024
Q1 		$3.06M Sell
60,268
-88,990
-60% -$4.35M 0.37% 69
2023
Q4 		$6.84M Buy
149,258
+73,924
+98% +$3.19M 0.94% 37
2023
Q3 		$3.04M Buy
75,334
+14,956
+25% +$636K 0.43% 68
2023
Q2 		$2.28M Sell
60,378
-66,704
-52% -$2.46M 0.31% 83
2023
Q1 		$5.52M Buy
127,082
+62,609
+97% +$3.01M 0.77% 39
2022
Q4 		$3.05M Sell
64,473
-1,882
-3% -$94.2K 0.46% 63
2022
Q3 		$3M Sell
66,355
-3,902
-6% -$181K 0.48% 59
2022
Q2 		$2.96M Sell
70,257
-1,541
-2% -$74.2K 0.46% 62
2022
Q1 		$4.03M Buy
+71,798
New +$4.26M 0.54% 55

Other funds holding WBS

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hudson Valley Investment Advisors's WBS Position: Q2 2026 in Review

Hudson Valley Investment Advisors held its Webster Financial (WBS) position steady in Q2 2026 at 36,210 shares worth $2.77M. The position accounts for 0.34% of the portfolio, ranked #72.

Hudson Valley Investment Advisors first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.84M in Q4 2023. 163 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Hudson Valley Investment Advisors held 36,210 shares of Webster Financial worth $2.77M as of Q2 2026.
  • Hudson Valley Investment Advisors left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.34% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Hudson Valley Investment Advisors first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
  • Hudson Valley Investment Advisors's Webster Financial position peaked at $6.84M in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.