Latitude Advisors’s Webster Financial WBS Stock Holding History

Latitude Advisors’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	$966K	Hold	12,636	–	–	0.39%	63
2026 Q1	$877K	Hold	12,636	–	–	0.4%	68
2025 Q4	$795K	Hold	12,636	–	–	0.35%	74
2025 Q3	$751K	Hold	12,636	–	–	0.34%	72
2025 Q2	$690K	Hold	12,636	–	–	0.35%	67
2025 Q1	$651K	Hold	12,636	–	–	0.38%	64
2024 Q4	$698K	Hold	12,636	–	–	0.39%	60
2024 Q3	$589K	Hold	12,636	–	–	0.33%	73
2024 Q2	$551K	Hold	12,636	–	–	0.34%	67
2024 Q1	$642K	Hold	12,636	–	–	0.4%	58
2023 Q4	$641K	Hold	12,636	–	–	0.45%	48
2023 Q3	$509K	Hold	12,636	–	–	0.36%	65
2023 Q2	$477K	Hold	12,636	–	–	0.33%	70
2023 Q1	$498K	Hold	12,636	–	–	0.36%	70
2022 Q4	$598K	Hold	12,636	–	–	0.45%	44
2022 Q3	$571K	Hold	12,636	–	–	0.47%	39
2022 Q2	$533K	Sell	12,636 -25,272	-67%	-$1.22M	0.49%	50
2022 Q1	$2.13M	Buy	+37,908	New	+$2.25M	0.48%	33

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

Latitude Advisors's WBS Position: Q2 2026 in Review

Latitude Advisors held its Webster Financial (WBS) position steady in Q2 2026 at 12,636 shares worth $966K. The position accounts for 0.39% of the portfolio, ranked #63.

Latitude Advisors first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.13M in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Latitude Advisors held 12,636 shares of Webster Financial worth $966K as of Q2 2026.
Latitude Advisors left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up 0.39% of Latitude Advisors's portfolio in Q2 2026, its #63 holding.
Latitude Advisors first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
Latitude Advisors's Webster Financial position peaked at $2.13M in Q1 2022.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.