MFG
WBS

Merit Financial Group’s Webster Financial WBS Stock Holding History

Merit Financial 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 		$601K Sell
7,870
-3,127
-28% -$227K ﹤0.01% 1391
2026
Q1 		$763K Buy
10,997
+2,837
+35% +$194K 0.01% 1128
2025
Q4 		$514K Buy
8,160
+199
+2% +$11.8K ﹤0.01% 1298
2025
Q3 		$473K Sell
7,961
-5,718
-42% -$341K ﹤0.01% 1218
2025
Q2 		$747K Buy
13,679
+6,999
+105% +$349K 0.01% 915
2025
Q1 		$344K Buy
+6,680
New +$372K 0.01% 1074

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

Merit Financial Group's WBS Position: Q2 2026 in Review

Merit Financial Group reduced its Webster Financial (WBS) stake by 28% in Q2 2026, selling an estimated $227K and leaving 7,870 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Merit Financial Group first reported a position in WBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $763K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Merit Financial Group held 7,870 shares of Webster Financial worth $601K as of Q2 2026.
  • Merit Financial Group sold 3,127 Webster Financial shares in Q2 2026, an estimated $227K.
  • Webster Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1391 holding.
  • Merit Financial Group first reported a position in Webster Financial in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Webster Financial position peaked at $763K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.