Modern Wealth Management’s Webster Financial WBS Stock Holding History

Modern Wealth Management’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	–	Sell	-3,098	Closed	-$218K	–	1144
2026 Q1	$218K	Buy	+3,098	New	+$212K	﹤0.01%	813

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

Modern Wealth Management's WBS Position: Q2 2026 in Review

Modern Wealth Management sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 3,098 shares — an estimated $218K sold.

Modern Wealth Management first reported a position in WBS in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Modern Wealth Management reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 3,098 Webster Financial shares in Q2 2026, an estimated $218K.
Modern Wealth Management first reported a position in Webster Financial in Q1 2026 and held it in 1 quarter.
Modern Wealth Management's Webster Financial position peaked at $218K in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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