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WBS

NewEdge Advisors’s Webster Financial WBS Stock Holding History

NewEdge 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 		$87.5K Sell
1,145
-3,368
-75% -$245K ﹤0.01% 2980
2026
Q1 		$313K Sell
4,513
-10,087
-69% -$691K ﹤0.01% 2312
2025
Q4 		$919K Buy
14,600
+1,110
+8% +$65.9K ﹤0.01% 1545
2025
Q3 		$802K Buy
13,490
+12,345
+1,078% +$736K ﹤0.01% 1536
2025
Q2 		$62.5K Sell
1,145
-20
-2% -$997 ﹤0.01% 2593
2025
Q1 		$60.1K Sell
1,165
-3,836
-77% -$213K ﹤0.01% 2483
2024
Q4 		$276K Buy
5,001
+3,832
+328% +$210K ﹤0.01% 1921
2024
Q3 		$54.5K Sell
1,169
-1,584
-58% -$72.7K ﹤0.01% 2405
2024
Q2 		$120K Buy
2,753
+75
+3% +$3.34K ﹤0.01% 2064
2024
Q1 		$136K Buy
2,678
+1,412
+112% +$69.1K ﹤0.01% 1970
2023
Q4 		$64.3K Buy
1,266
+121
+11% +$5.23K ﹤0.01% 2131
2023
Q3 		$46.2K Hold
1,145
– – ﹤0.01% 2119
2023
Q2 		$43.2K Buy
1,145
+1,073
+1,490% +$39.6K ﹤0.01% 2128
2023
Q1 		$2.84K Sell
72
-1,828
-96% -$87.7K ﹤0.01% 2948
2022
Q4 		$86.2K Buy
+1,900
New +$95.1K ﹤0.01% 1502
2018
Q3 		– Sell
-3,449
Closed -$222 – 689
2018
Q2 		$222 Sell
3,449
-520
-13% -$32.4K 0.02% 491
2018
Q1 		$216K Buy
+3,969
New +$224K 0.02% 448
2017
Q3 		– Sell
-200
Closed -$10.8K – 1123
2017
Q2 		$10.8K Buy
+200
New +$10.1K ﹤0.01% 940

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

NewEdge Advisors's WBS Position: Q2 2026 in Review

NewEdge Advisors reduced its Webster Financial (WBS) stake by 75% in Q2 2026, selling an estimated $245K and leaving 1,145 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

NewEdge Advisors first reported a position in WBS in Q2 2017 and has held it in 18 quarters since. The position peaked at $919K in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • NewEdge Advisors held 1,145 shares of Webster Financial worth $87.5K as of Q2 2026.
  • NewEdge Advisors sold 3,368 Webster Financial shares in Q2 2026, an estimated $245K.
  • Webster Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2980 holding.
  • NewEdge Advisors first reported a position in Webster Financial in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Webster Financial position peaked at $919K in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.