JWM
WBS

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
Q2 		$12.4K Sell
162
-11
-6% -$800 ﹤0.01% 541
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 $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

JPL Wealth Management's WBS Position: Q2 2026 in Review

JPL Wealth Management reduced its Webster Financial (WBS) stake by 6.4% in Q2 2026, selling an estimated $800 and leaving 162 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

JPL Wealth Management first reported a position in WBS in Q3 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • JPL Wealth Management held 162 shares of Webster Financial worth $12.4K as of Q2 2026.
  • JPL Wealth Management sold 11 Webster Financial shares in Q2 2026, an estimated $800.
  • Webster Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #541 holding.
  • JPL Wealth Management first reported a position in Webster Financial in Q3 2025 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.