MG
WBS

Mather Group’s Webster Financial WBS Stock Holding History

Mather 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 		$1.38K Hold
18
– – ﹤0.01% 1773
2026
Q1 		$1.25K Buy
+18
New +$1.23K ﹤0.01% 1755
2025
Q4 		– Sell
-18
Closed -$1.07K – 1637
2025
Q3 		$1.07K Buy
+18
New +$1.07K ﹤0.01% 1583
2025
Q2 		– Sell
-267
Closed -$13.8K – 1704
2025
Q1 		$13.8K Hold
267
– – ﹤0.01% 1180
2024
Q4 		$14.7K Buy
267
+215
+413% +$11.8K ﹤0.01% 1149
2024
Q3 		$2.42K Sell
52
-1,188
-96% -$54.5K ﹤0.01% 1440
2024
Q2 		$63K Buy
1,240
+1,224
+7,650% +$54.5K ﹤0.01% 934
2024
Q1 		$812 Buy
+16
New +$782 ﹤0.01% 1647

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

Mather Group's WBS Position: Q2 2026 in Review

Mather Group held its Webster Financial (WBS) position steady in Q2 2026 at 18 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Mather Group first reported a position in WBS in Q1 2024 and has held it in 8 quarters since. The position peaked at $63K in Q2 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Mather Group held 18 shares of Webster Financial worth $1.38K as of Q2 2026.
  • Mather Group left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1773 holding.
  • Mather Group first reported a position in Webster Financial in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Webster Financial position peaked at $63K in Q2 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.