KAS
WBS

Kestra Advisory Services’s Webster Financial WBS Stock Holding History

Kestra Advisory Services’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 		$641K Buy
8,388
+316
+4% +$23K ﹤0.01% 2140
2026
Q1 		$560K Buy
8,072
+1,539
+24% +$105K ﹤0.01% 2128
2025
Q4 		$411K Buy
6,533
+187
+3% +$11.1K ﹤0.01% 2293
2025
Q3 		$377K Sell
6,346
-459
-7% -$27.3K ﹤0.01% 2262
2025
Q2 		$372K Sell
6,805
-3,466
-34% -$173K ﹤0.01% 2190
2025
Q1 		$529K Sell
10,271
-1,132
-10% -$63K ﹤0.01% 1783
2024
Q4 		$630K Sell
11,403
-357
-3% -$19.6K ﹤0.01% 1714
2024
Q3 		$548K Sell
11,760
-1,054
-8% -$48.4K ﹤0.01% 1716
2024
Q2 		$523K Sell
12,814
-891
-7% -$39.7K ﹤0.01% 1750
2024
Q1 		$696K Buy
13,705
+717
+6% +$35.1K ﹤0.01% 1457
2023
Q4 		$659K Sell
12,988
-34
-0.3% -$1.47K 0.01% 1355
2023
Q3 		$525K Buy
13,022
+1,766
+16% +$75.1K 0.01% 1346
2023
Q2 		$425K Buy
11,256
+1,975
+21% +$72.9K ﹤0.01% 1413
2023
Q1 		$366K Sell
9,281
-3,355
-27% -$161K ﹤0.01% 1453
2022
Q4 		$598K Buy
12,636
+1,173
+10% +$58.7K 0.01% 1298
2022
Q3 		$518K Buy
11,463
+1,701
+17% +$78.7K 0.01% 1292
2022
Q2 		$411K Buy
9,762
+1,537
+19% +$74K ﹤0.01% 1437
2022
Q1 		$462K Buy
8,225
+4,377
+114% +$260K ﹤0.01% 1343
2021
Q4 		$215K Sell
3,848
-37
-1% -$2.08K ﹤0.01% 1838
2021
Q3 		$212K Buy
3,885
+43
+1% +$2.14K ﹤0.01% 1942
2021
Q2 		$205K Sell
3,842
-532
-12% -$29.5K ﹤0.01% 1853
2021
Q1 		$241K Sell
4,374
-1,253
-22% -$66.7K ﹤0.01% 1603
2020
Q4 		$237K Buy
+5,627
New +$203K ﹤0.01% 1612

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

Kestra Advisory Services's WBS Position: Q2 2026 in Review

Kestra Advisory Services increased its Webster Financial (WBS) stake by 3.9% in Q2 2026, buying an estimated $23K and bringing the position to 8,388 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Kestra Advisory Services first reported a position in WBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $696K in Q1 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Kestra Advisory Services held 8,388 shares of Webster Financial worth $641K as of Q2 2026.
  • Kestra Advisory Services bought 316 Webster Financial shares in Q2 2026, an estimated $23K.
  • Webster Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2140 holding.
  • Kestra Advisory Services first reported a position in Webster Financial in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Webster Financial position peaked at $696K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.