LI
WBS

LRI Investments’s Webster Financial WBS Stock Holding History

LRI Investments’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 		$232K Hold
3,033
– – 0.02% 297
2026
Q1 		$211K Hold
3,033
– – 0.02% 280
2025
Q4 		$191K Sell
3,033
-19,822
-87% -$1.18M 0.02% 289
2025
Q3 		$1.36M Hold
22,855
– – 0.11% 91
2025
Q2 		$1.25M Sell
22,855
-178
-0.8% -$8.87K 0.11% 89
2025
Q1 		$1.19M Hold
23,033
– – 0.11% 89
2024
Q4 		$1.27M Hold
23,033
– – 0.12% 65
2024
Q3 		$1.38M Hold
23,033
– – 0.13% 60
2024
Q2 		$1M Hold
23,033
– – 0.11% 65
2024
Q1 		$1.17M Buy
+23,033
New +$1.13M 0.3% 39

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

LRI Investments's WBS Position: Q2 2026 in Review

LRI Investments held its Webster Financial (WBS) position steady in Q2 2026 at 3,033 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #297.

LRI Investments first reported a position in WBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q3 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • LRI Investments held 3,033 shares of Webster Financial worth $232K as of Q2 2026.
  • LRI Investments left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.02% of LRI Investments's portfolio in Q2 2026, its #297 holding.
  • LRI Investments first reported a position in Webster Financial in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Webster Financial position peaked at $1.38M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.