Jones Financial Companies
WBS

Jones Financial Companies’s Webster Financial WBS Stock Holding History

Jones Financial Companies’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 		$35.9M Sell
475,050
-13,879
-3% -$1.01M 0.01% 500
2026
Q1 		$33.3M Buy
488,929
+487,852
+45,297% +$33.4M 0.02% 451
2025
Q4 		$67.8K Sell
1,077
-245
-19% -$14.5K ﹤0.01% 2395
2025
Q3 		$79.1K Buy
1,322
+256
+24% +$15.3K ﹤0.01% 2176
2025
Q2 		$58.4K Buy
1,066
+330
+45% +$16.5K ﹤0.01% 2163
2025
Q1 		$37.6K Sell
736
-2
-0.3% -$111 ﹤0.01% 2176
2024
Q4 		$40.8K Sell
738
-126
-15% -$6.92K ﹤0.01% 1956
2024
Q3 		$40.1K Buy
864
+237
+38% +$10.9K ﹤0.01% 1719
2024
Q2 		$27.3K Buy
+627
New +$27.9K ﹤0.01% 1454
2024
Q1 		– Sell
-53
Closed -$2.69K – 1455
2023
Q4 		$2.69K Buy
53
+35
+194% +$1.51K ﹤0.01% 863
2023
Q3 		$726 Buy
+18
New +$765 ﹤0.01% 653

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

Jones Financial Companies's WBS Position: Q2 2026 in Review

Jones Financial Companies reduced its Webster Financial (WBS) stake by 2.8% in Q2 2026, selling an estimated $1.01M and leaving 475,050 shares worth $35.9M. The position accounts for 0.01% of the portfolio, ranked #500.

Jones Financial Companies first reported a position in WBS in Q3 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Jones Financial Companies held 475,050 shares of Webster Financial worth $35.9M as of Q2 2026.
  • Jones Financial Companies sold 13,879 Webster Financial shares in Q2 2026, an estimated $1.01M.
  • Webster Financial made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #500 holding.
  • Jones Financial Companies first reported a position in Webster Financial in Q3 2023 and has held it in 11 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.