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JPL Wealth Management’s Webster Financial WBS Stock Holding History

JPL Wealth 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
Q1 		$12K Buy
+173
New +$11.8K ﹤0.01% 491
2025
Q4 		– Sell
-135
Closed -$8.03K – 1118
2025
Q3 		$8.03K Buy
+135
New +$8.04K ﹤0.01% 578

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

JPL Wealth Management's WBS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Webster Financial (WBS) in Q1 2026: 173 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WBS as recently as Q3 2025.

JPL Wealth Management first reported a position in WBS in Q3 2025 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • JPL Wealth Management held 173 shares of Webster Financial worth $12K as of Q1 2026.
  • Webster Financial was a new JPL Wealth Management position in Q1 2026.
  • Webster Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #491 holding.
  • JPL Wealth Management first reported a position in Webster Financial in Q3 2025 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.