JSW
WBS

Journey Strategic Wealth’s Webster Financial WBS Stock Holding History

Journey Strategic Wealth’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
Q1 		$484K Buy
6,967
+184
+3% +$12.6K 0.01% 354
2025
Q4 		$427K Sell
6,783
-1
-0% -$59 0.01% 353
2025
Q3 		$403K Buy
6,784
+37
+0.5% +$2.2K 0.01% 355
2025
Q2 		$368K Buy
6,747
+210
+3% +$10.5K 0.01% 368
2025
Q1 		$337K Buy
6,537
+86
+1% +$4.79K 0.01% 309
2024
Q4 		$356K Hold
6,451
– – 0.01% 294
2024
Q3 		$301K Buy
6,451
+540
+9% +$24.8K 0.01% 336
2024
Q2 		$258K Buy
5,911
+508
+9% +$22.6K 0.01% 292
2024
Q1 		$274K Hold
5,403
– – 0.01% 207
2023
Q4 		$274K Hold
5,403
– – 0.01% 149
2023
Q3 		$218K Sell
5,403
-95
-2% -$4.04K 0.01% 158
2023
Q2 		$208K Sell
5,498
-8
-0.1% -$295 0.01% 166
2023
Q1 		$217K Sell
5,506
-98
-2% -$4.7K 0.02% 214
2022
Q4 		$265K Sell
5,604
-964
-15% -$48.3K 0.03% 160
2022
Q3 		$297K Buy
+6,568
New +$304K 0.04% 105
2022
Q2 		– Sell
-6,967
Closed -$391K – 216
2022
Q1 		$391K Buy
+6,967
New +$414K 0.04% 76

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Journey Strategic Wealth's WBS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Webster Financial (WBS) stake by 2.7% in Q1 2026, buying an estimated $12.6K and bringing the position to 6,967 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #354.

Journey Strategic Wealth first reported a position in WBS in Q1 2022 and has held it in 16 quarters since. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Journey Strategic Wealth held 6,967 shares of Webster Financial worth $484K as of Q1 2026.
  • Journey Strategic Wealth bought 184 Webster Financial shares in Q1 2026, an estimated $12.6K.
  • Webster Financial made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #354 holding.
  • Journey Strategic Wealth first reported a position in Webster Financial in Q1 2022 and has held it in 16 quarters since.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.