Intentional Wealth Strategies’s Webster Financial WBS Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-15	Closed	-$1.04K	–	888
2026 Q1	$1.04K	Buy	+15	New	+$1.03K	﹤0.01%	755

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

Intentional Wealth Strategies's WBS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 15 shares — an estimated $1.04K sold.

Intentional Wealth Strategies first reported a position in WBS in Q1 2026 and held it in 1 quarter. The position peaked at $1.04K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Intentional Wealth Strategies reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 15 Webster Financial shares in Q2 2026, an estimated $1.04K.
Intentional Wealth Strategies first reported a position in Webster Financial in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Webster Financial position peaked at $1.04K in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.