IAIM
WBS

International Assets Investment Management’s Webster Financial WBS Stock Holding History

International Assets Investment Management’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 		$143K Buy
1,869
+30
+2% +$2.18K 0.01% 967
2026
Q1 		$129K Sell
1,839
-1,040
-36% -$71.2K 0.01% 942
2025
Q4 		$181K Buy
+2,879
New +$171K 0.01% 844
2024
Q3 		– Sell
-1,640
Closed -$71.5K – 2642
2024
Q2 		$71.5K Buy
+1,640
New +$73K 0.01% 1051
2022
Q2 		– Sell
-4,268
Closed -$230K – 558
2022
Q1 		$230K Buy
+4,268
New +$253K 0.04% 387

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

International Assets Investment Management's WBS Position: Q2 2026 in Review

International Assets Investment Management increased its Webster Financial (WBS) stake by 1.6% in Q2 2026, buying an estimated $2.18K and bringing the position to 1,869 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #967.

International Assets Investment Management first reported a position in WBS in Q1 2022 and has held it in 5 quarters since. The position peaked at $230K in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • International Assets Investment Management held 1,869 shares of Webster Financial worth $143K as of Q2 2026.
  • International Assets Investment Management bought 30 Webster Financial shares in Q2 2026, an estimated $2.18K.
  • Webster Financial made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #967 holding.
  • International Assets Investment Management first reported a position in Webster Financial in Q1 2022 and has held it in 5 quarters since.
  • International Assets Investment Management's Webster Financial position peaked at $230K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.