JWA
WBS

JFS Wealth Advisors’s Webster Financial WBS Stock Holding History

JFS Wealth 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 		$15.6K Hold
204
– – ﹤0.01% 837
2026
Q1 		$14.2K Hold
204
– – ﹤0.01% 831
2025
Q4 		$12.8K Buy
204
+51
+33% +$3.03K ﹤0.01% 892
2025
Q3 		$9.1K Hold
153
– – ﹤0.01% 929
2025
Q2 		$8.35K Sell
153
-5
-3% -$249 ﹤0.01% 918
2025
Q1 		$8.14K Buy
158
+3
+2% +$167 ﹤0.01% 947
2024
Q4 		$8.56K Hold
155
– – ﹤0.01% 896
2024
Q3 		$7.22K Buy
155
+5
+3% +$229 ﹤0.01% 977
2024
Q2 		$6.54K Hold
150
– – ﹤0.01% 950
2024
Q1 		$7.62K Hold
150
– – ﹤0.01% 910
2023
Q4 		$7.61K Buy
150
+65
+76% +$2.81K ﹤0.01% 883
2023
Q3 		$3.43K Sell
85
-22
-21% -$936 ﹤0.01% 1152
2023
Q2 		$4.04K Buy
107
+66
+161% +$2.44K ﹤0.01% 1095
2023
Q1 		$1.62K Sell
41
-94
-70% -$4.51K ﹤0.01% 1441
2022
Q4 		$6.39K Sell
135
-15
-10% -$751 ﹤0.01% 895
2022
Q3 		$7K Buy
150
+129
+614% +$5.97K ﹤0.01% 879
2022
Q2 		$1K Sell
21
-97
-82% -$4.67K ﹤0.01% 1677
2022
Q1 		$7K Buy
118
+89
+307% +$5.28K ﹤0.01% 938
2021
Q4 		$2K Buy
+29
New +$1.63K ﹤0.01% 1190

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

JFS Wealth Advisors's WBS Position: Q2 2026 in Review

JFS Wealth Advisors held its Webster Financial (WBS) position steady in Q2 2026 at 204 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

JFS Wealth Advisors first reported a position in WBS in Q4 2021 and has held it in 19 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • JFS Wealth Advisors held 204 shares of Webster Financial worth $15.6K as of Q2 2026.
  • JFS Wealth Advisors left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #837 holding.
  • JFS Wealth Advisors first reported a position in Webster Financial in Q4 2021 and has held it in 19 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.