LFG
WBS icon

Larson Financial Group’s Webster Financial WBS Stock Holding History

Larson Financial Group’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 		$17.5K Buy
252
+145
+136% +$9.93K ﹤0.01% 1921
2025
Q4 		$6.74K Buy
107
+31
+41% +$1.84K ﹤0.01% 2334
2025
Q3 		$4.52K Buy
76
+71
+1,420% +$4.23K ﹤0.01% 2395
2025
Q2 		$273 Sell
5
-14
-74% -$698 ﹤0.01% 3000
2025
Q1 		$979 Buy
19
+10
+111% +$556 ﹤0.01% 2395
2024
Q4 		$497 Buy
9
+3
+50% +$165 ﹤0.01% 2199
2024
Q3 		$280 Buy
+6
New +$275 ﹤0.01% 2277

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

Larson Financial Group's WBS Position: Q1 2026 in Review

Larson Financial Group increased its Webster Financial (WBS) stake by 136% in Q1 2026, buying an estimated $9.93K and bringing the position to 252 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Larson Financial Group first reported a position in WBS in Q3 2024 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Larson Financial Group held 252 shares of Webster Financial worth $17.5K as of Q1 2026.
  • Larson Financial Group bought 145 Webster Financial shares in Q1 2026, an estimated $9.93K.
  • Webster Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1921 holding.
  • Larson Financial Group first reported a position in Webster Financial in Q3 2024 and has held it in 7 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.