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 Q2	$4.05K	Hold	53	–	–	﹤0.01%	707
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millstone Evans Group's WBS Position: Q2 2026 in Review

Millstone Evans Group held its Webster Financial (WBS) position steady in Q2 2026 at 53 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Millstone Evans Group first reported a position in WBS in Q3 2025 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Millstone Evans Group held 53 shares of Webster Financial worth $4.05K as of Q2 2026.
Millstone Evans Group left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #707 holding.
Millstone Evans Group first reported a position in Webster Financial in Q3 2025 and has held it in 4 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.