LFG
WBS

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
Q2 		$25K Buy
327
+75
+30% +$5.46K ﹤0.01% 1886
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 $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

Larson Financial Group's WBS Position: Q2 2026 in Review

Larson Financial Group increased its Webster Financial (WBS) stake by 30% in Q2 2026, buying an estimated $5.46K and bringing the position to 327 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Larson Financial Group first reported a position in WBS in Q3 2024 and has held it in 8 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Larson Financial Group held 327 shares of Webster Financial worth $25K as of Q2 2026.
  • Larson Financial Group bought 75 Webster Financial shares in Q2 2026, an estimated $5.46K.
  • Webster Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1886 holding.
  • Larson Financial Group first reported a position in Webster Financial in Q3 2024 and has held it in 8 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.