MAM
WBS

Mystic Asset Management’s Webster Financial WBS Stock Holding History

Mystic Asset 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 		$300K Hold
3,932
– – 0.06% 196
2026
Q1 		$273K Sell
3,932
-50
-1% -$3.42K 0.06% 195
2025
Q4 		$251K Buy
3,982
+200
+5% +$11.9K 0.06% 202
2025
Q3 		$225K Buy
+3,782
New +$225K 0.05% 218

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

Mystic Asset Management's WBS Position: Q2 2026 in Review

Mystic Asset Management held its Webster Financial (WBS) position steady in Q2 2026 at 3,932 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #196.

Mystic Asset Management 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.

  • Mystic Asset Management held 3,932 shares of Webster Financial worth $300K as of Q2 2026.
  • Mystic Asset Management left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.06% of Mystic Asset Management's portfolio in Q2 2026, its #196 holding.
  • Mystic Asset Management 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 Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.