New England Capital Financial Advisors’s Webster Financial WBS Stock Holding History

New England Capital Financial Advisors’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	$33.5K	Buy	438 +1	+0.2%	+$73	0.01%	164
2026 Q1	$30.4K	Buy	437 +311	+247%	+$21.3K	0.01%	159
2025 Q4	$7.91K	Buy	126 +1	+0.8%	+$59	﹤0.01%	278
2025 Q3	$7.41K	Buy	125 +1	+0.8%	+$60	﹤0.01%	288
2025 Q2	$6.76K	Buy	124 +1	+0.8%	+$50	﹤0.01%	285
2025 Q1	$6.34K	Buy	123 +1	+0.8%	+$56	﹤0.01%	266
2024 Q4	$6.74K	Buy	122 +1	+0.8%	+$55	﹤0.01%	254
2024 Q3	$5.65K	Buy	121 +1	+0.8%	+$46	﹤0.01%	265
2024 Q2	$5.24K	Buy	120 +1	+0.8%	+$45	﹤0.01%	266
2024 Q1	$6.05K	Buy	119 +1	+0.8%	+$49	﹤0.01%	254
2023 Q4	$6K	Sell	118 -541	-82%	-$23.4K	﹤0.01%	263
2023 Q3	$26.6K	Buy	659 +5	+0.8%	+$213	0.02%	143
2023 Q2	$24.7K	Buy	654 +8	+1%	+$295	0.02%	151
2023 Q1	$25.5K	Buy	646 +4	+0.6%	+$192	0.02%	159
2022 Q4	$29.9K	Buy	+642	New	+$32.1K	0.02%	152

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

New England Capital Financial Advisors's WBS Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Webster Financial (WBS) stake by 0.23% in Q2 2026, buying an estimated $73 and bringing the position to 438 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #164.

New England Capital Financial Advisors first reported a position in WBS in Q4 2022 and has held it in 15 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

New England Capital Financial Advisors held 438 shares of Webster Financial worth $33.5K as of Q2 2026.
New England Capital Financial Advisors bought 1 Webster Financial share in Q2 2026, an estimated $73.
Webster Financial made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #164 holding.
New England Capital Financial Advisors first reported a position in Webster Financial in Q4 2022 and has held it in 15 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.