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Millstone Evans Group’s Webster Financial WBS Stock Holding History

Millstone Evans 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
Q1 		$3.68K Hold
53
– – ﹤0.01% 693
2025
Q4 		$3.34K Hold
53
– – ﹤0.01% 702
2025
Q3 		$3.15K Buy
+53
New +$3.16K ﹤0.01% 693

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

Millstone Evans Group's WBS Position: Q1 2026 in Review

Millstone Evans Group held its Webster Financial (WBS) position steady in Q1 2026 at 53 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Millstone Evans Group first reported a position in WBS in Q3 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Millstone Evans Group held 53 shares of Webster Financial worth $3.68K as of Q1 2026.
  • Millstone Evans Group left its Webster Financial share count unchanged in Q1 2026.
  • Webster Financial made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #693 holding.
  • Millstone Evans Group first reported a position in Webster Financial in Q3 2025 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.