New York Life Investment Management’s Webster Financial WBS Stock Holding History

New York Life Investment 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	$5.53M	Buy	72,389 +5,899	+9%	+$429K	0.04%	328
2026 Q1	$4.62M	Buy	66,490 +59,001	+788%	+$4.04M	0.04%	338
2025 Q4	$471K	Sell	7,489 -9,803	-57%	-$582K	﹤0.01%	734
2025 Q3	$1.03M	Sell	17,292 -558	-3%	-$33.2K	0.01%	649
2025 Q2	$975K	Sell	17,850 -412	-2%	-$20.5K	0.01%	650
2025 Q1	$941K	Buy	+18,262	New	+$1.02M	0.01%	654
2023 Q4	–	Sell	-18,190	Closed	-$733K	–	1343
2023 Q3	$733K	Buy	18,190 +9,535	+110%	+$406K	0.01%	691
2023 Q2	$327K	Buy	+8,655	New	+$320K	﹤0.01%	1214

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 York Life Investment Management's WBS Position: Q2 2026 in Review

New York Life Investment Management increased its Webster Financial (WBS) stake by 8.9% in Q2 2026, buying an estimated $429K and bringing the position to 72,389 shares worth $5.53M. The position accounts for 0.04% of the portfolio, ranked #328.

New York Life Investment Management first reported a position in WBS in Q2 2023 and has held it in 8 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

New York Life Investment Management held 72,389 shares of Webster Financial worth $5.53M as of Q2 2026.
New York Life Investment Management bought 5,899 Webster Financial shares in Q2 2026, an estimated $429K.
Webster Financial made up 0.04% of New York Life Investment Management's portfolio in Q2 2026, its #328 holding.
New York Life Investment Management first reported a position in Webster Financial in Q2 2023 and has held it in 8 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.