Mercer Global Advisors
WBS

Mercer Global Advisors’s Webster Financial WBS Stock Holding History

Mercer Global 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 		$1.72M Sell
22,556
-11,127
-33% -$809K ﹤0.01% 1431
2026
Q1 		$2.34M Buy
33,683
+10,916
+48% +$747K ﹤0.01% 1115
2025
Q4 		$1.43M Sell
22,767
-4,863
-18% -$289K ﹤0.01% 1282
2025
Q3 		$1.64M Buy
27,630
+3,409
+14% +$203K ﹤0.01% 1122
2025
Q2 		$1.32M Buy
24,221
+826
+4% +$41.2K ﹤0.01% 1079
2025
Q1 		$1.21M Buy
23,395
+1,799
+8% +$100K ﹤0.01% 1044
2024
Q4 		$1.19M Buy
+21,596
New +$1.19M ﹤0.01% 1023
2024
Q2 		– Sell
-4,423
Closed -$225K – 2051
2024
Q1 		$225K Sell
4,423
-141
-3% -$6.89K ﹤0.01% 1721
2023
Q4 		$232K Sell
4,564
-817
-15% -$35.3K ﹤0.01% 1756
2023
Q3 		$217K Sell
5,381
-65
-1% -$2.76K ﹤0.01% 1727
2023
Q2 		$206K Sell
5,446
-468
-8% -$17.3K ﹤0.01% 1732
2023
Q1 		$233K Sell
5,914
-728
-11% -$34.9K ﹤0.01% 1649
2022
Q4 		$314K Sell
6,642
-129
-2% -$6.46K ﹤0.01% 1479
2022
Q3 		$306K Buy
6,771
+1,880
+38% +$87K ﹤0.01% 1395
2022
Q2 		$206K Sell
4,891
-611
-11% -$29.4K ﹤0.01% 1625
2022
Q1 		$309K Buy
+5,502
New +$327K ﹤0.01% 1488
2021
Q3 		– Sell
-8,481
Closed -$452K – 1824
2021
Q2 		$452K Sell
8,481
-191
-2% -$10.6K ﹤0.01% 1191
2021
Q1 		$478K Buy
+8,672
New +$462K ﹤0.01% 1101

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

Mercer Global Advisors's WBS Position: Q2 2026 in Review

Mercer Global Advisors reduced its Webster Financial (WBS) stake by 33% in Q2 2026, selling an estimated $809K and leaving 22,556 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Mercer Global Advisors first reported a position in WBS in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Mercer Global Advisors held 22,556 shares of Webster Financial worth $1.72M as of Q2 2026.
  • Mercer Global Advisors sold 11,127 Webster Financial shares in Q2 2026, an estimated $809K.
  • Webster Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1431 holding.
  • Mercer Global Advisors first reported a position in Webster Financial in Q1 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's Webster Financial position peaked at $2.34M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.