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Medallion Wealth Advisors’s Webster Financial WBS Stock Holding History

Medallion Wealth 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
Q1 		$61.2K Sell
881
-90
-9% -$6.16K 0.02% 438
2025
Q4 		$61.1K Hold
971
– – 0.02% 439
2025
Q3 		$57.7K Hold
971
– – 0.02% 448
2025
Q2 		$54.8K Buy
971
+446
+85% +$22.2K 0.02% 449
2025
Q1 		$26.8K Hold
525
– – 0.01% 530
2024
Q4 		$28.4K Buy
+525
New +$28.8K 0.01% 508

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Medallion Wealth Advisors's WBS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Webster Financial (WBS) stake by 9.3% in Q1 2026, selling an estimated $6.16K and leaving 881 shares worth $61.2K. The position accounts for 0.02% of the portfolio, ranked #438.

Medallion Wealth Advisors first reported a position in WBS in Q4 2024 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Medallion Wealth Advisors held 881 shares of Webster Financial worth $61.2K as of Q1 2026.
  • Medallion Wealth Advisors sold 90 Webster Financial shares in Q1 2026, an estimated $6.16K.
  • Webster Financial made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #438 holding.
  • Medallion Wealth Advisors first reported a position in Webster Financial in Q4 2024 and has held it in 6 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.