MV Capital Management’s Webster Financial WBS Stock Holding History

MV Capital 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	$765	Sell	10 -5	-33%	-$364	﹤0.01%	966
2026 Q1	$1.04K	Buy	15 +12	+400%	+$821	﹤0.01%	859
2025 Q4	$189	Hold	3	–	–	﹤0.01%	1039
2025 Q3	$179	Hold	3	–	–	﹤0.01%	949
2025 Q2	$164	Sell	3 -2	-40%	-$100	﹤0.01%	961
2025 Q1	$258	Buy	5 +2	+67%	+$111	﹤0.01%	896
2024 Q4	$166	Hold	3	–	–	﹤0.01%	916
2024 Q3	$140	Buy	3 +1	+50%	+$46	﹤0.01%	927
2024 Q2	$88	Buy	+2	New	+$89	﹤0.01%	908

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

MV Capital Management's WBS Position: Q2 2026 in Review

MV Capital Management reduced its Webster Financial (WBS) stake by 33% in Q2 2026, selling an estimated $364 and leaving 10 shares worth $765. The position accounts for ﹤0.01% of the portfolio, ranked #966.

MV Capital Management first reported a position in WBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

MV Capital Management held 10 shares of Webster Financial worth $765 as of Q2 2026.
MV Capital Management sold 5 Webster Financial shares in Q2 2026, an estimated $364.
Webster Financial made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #966 holding.
MV Capital Management first reported a position in Webster Financial in Q2 2024 and has held it in 9 quarters since.
MV Capital Management's Webster Financial position peaked at $1.04K in Q1 2026.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.