MWA
WBS

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
Q2 		$33.7K Sell
441
-440
-50% -$32K 0.01% 541
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 $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

Medallion Wealth Advisors's WBS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Webster Financial (WBS) stake by 50% in Q2 2026, selling an estimated $32K and leaving 441 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #541.

Medallion Wealth Advisors first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.2K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Medallion Wealth Advisors held 441 shares of Webster Financial worth $33.7K as of Q2 2026.
  • Medallion Wealth Advisors sold 440 Webster Financial shares in Q2 2026, an estimated $32K.
  • Webster Financial made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #541 holding.
  • Medallion Wealth Advisors first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Webster Financial position peaked at $61.2K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.