Investmark Advisory Group’s Webster Financial WBS Stock Holding History

Investmark Advisory 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	$283K	Sell	3,705 -334	-8%	-$24.3K	0.11%	118
2026 Q1	$280K	Buy	4,039 +15	+0.4%	+$1.03K	0.12%	111
2025 Q4	$253K	Sell	4,024 -380	-9%	-$22.6K	0.11%	117
2025 Q3	$262K	Buy	4,404 +22	+0.5%	+$1.31K	0.11%	117
2025 Q2	$239K	Buy	+4,382	New	+$218K	0.11%	120

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

Investmark Advisory Group's WBS Position: Q2 2026 in Review

Investmark Advisory Group reduced its Webster Financial (WBS) stake by 8.3% in Q2 2026, selling an estimated $24.3K and leaving 3,705 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #118.

Investmark Advisory Group first reported a position in WBS in Q2 2025 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Investmark Advisory Group held 3,705 shares of Webster Financial worth $283K as of Q2 2026.
Investmark Advisory Group sold 334 Webster Financial shares in Q2 2026, an estimated $24.3K.
Webster Financial made up 0.11% of Investmark Advisory Group's portfolio in Q2 2026, its #118 holding.
Investmark Advisory Group first reported a position in Webster Financial in Q2 2025 and has held it in 5 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.