MCM
WBS

MAI Capital Management’s Webster Financial WBS Stock Holding History

MAI Capital Management’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 		$926K Buy
12,121
+11,380
+1,536% +$828K ﹤0.01% 1013
2026
Q1 		$51.4K Buy
741
+616
+493% +$42.2K ﹤0.01% 2205
2025
Q4 		$7.87K Sell
125
-31
-20% -$1.84K ﹤0.01% 2946
2025
Q3 		$9.27K Sell
156
-36
-19% -$2.15K ﹤0.01% 2775
2025
Q2 		$10.5K Buy
192
+166
+638% +$8.28K ﹤0.01% 2700
2025
Q1 		$1.34K Hold
26
– – ﹤0.01% 3058
2024
Q4 		$1.44K Buy
+26
New +$1.43K ﹤0.01% 3105
2022
Q2 		– Sell
-3,591
Closed -$202K – 973
2022
Q1 		$202K Buy
+3,591
New +$213K ﹤0.01% 830

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

MAI Capital Management's WBS Position: Q2 2026 in Review

MAI Capital Management increased its Webster Financial (WBS) stake by 1,536% in Q2 2026, buying an estimated $828K and bringing the position to 12,121 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

MAI Capital Management first reported a position in WBS in Q1 2022 and has held it in 8 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • MAI Capital Management held 12,121 shares of Webster Financial worth $926K as of Q2 2026.
  • MAI Capital Management bought 11,380 Webster Financial shares in Q2 2026, an estimated $828K.
  • Webster Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1013 holding.
  • MAI Capital Management first reported a position in Webster Financial in Q1 2022 and has held it in 8 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.