Krilogy Financial’s Webster Financial WBS Stock Holding History

Krilogy Financial’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	–	Sell	-5,545	Closed	-$400K	–	1147
2026 Q1	$400K	Sell	5,545 -98	-2%	-$6.71K	0.01%	650
2025 Q4	$365K	Buy	5,643 +81	+1%	+$4.81K	0.01%	661
2025 Q3	$318K	Buy	+5,562	New	+$331K	0.01%	658

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial's WBS Position: Q2 2026 in Review

Krilogy Financial sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 5,545 shares — an estimated $400K sold.

Krilogy Financial first reported a position in WBS in Q3 2025 and held it in 3 quarters. The position peaked at $400K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Krilogy Financial reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 5,545 Webster Financial shares in Q2 2026, an estimated $400K.
Krilogy Financial first reported a position in Webster Financial in Q3 2025 and held it in 3 quarters.
Krilogy Financial's Webster Financial position peaked at $400K in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.