Integrated Wealth Concepts’s Webster Financial WBS Stock Holding History

Integrated Wealth Concepts’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	$564K	Sell	7,378 -1,500	-17%	-$109K	﹤0.01%	1704
2026 Q1	$616K	Buy	8,878 +4,116	+86%	+$282K	﹤0.01%	1415
2025 Q4	$300K	Sell	4,762 -1,500	-24%	-$89.1K	﹤0.01%	1321
2025 Q3	$372K	Sell	6,262 -634	-9%	-$37.8K	﹤0.01%	1510
2025 Q2	$377K	Buy	+6,896	New	+$344K	﹤0.01%	1431
2025 Q1	–	Sell	-3,801	Closed	-$210K	–	1836
2024 Q4	$210K	Buy	+3,801	New	+$209K	﹤0.01%	1579

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

Integrated Wealth Concepts's WBS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Webster Financial (WBS) stake by 17% in Q2 2026, selling an estimated $109K and leaving 7,378 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Integrated Wealth Concepts first reported a position in WBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $616K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Integrated Wealth Concepts held 7,378 shares of Webster Financial worth $564K as of Q2 2026.
Integrated Wealth Concepts sold 1,500 Webster Financial shares in Q2 2026, an estimated $109K.
Webster Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1704 holding.
Integrated Wealth Concepts first reported a position in Webster Financial in Q4 2024 and has held it in 6 quarters since.
Integrated Wealth Concepts's Webster Financial position peaked at $616K in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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