NSIM
WBS

North Star Investment Management’s Webster Financial WBS Stock Holding History

North Star 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 		$688 Hold
9
– – ﹤0.01% 1595
2026
Q1 		$625 Hold
9
– – ﹤0.01% 1560
2025
Q4 		$566 Buy
+9
New +$534 ﹤0.01% 1450
2017
Q2 		– Sell
-33
Closed -$2K – 1109
2017
Q1 		$2K Buy
+33
New +$1.76K ﹤0.01% 972

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

North Star Investment Management's WBS Position: Q2 2026 in Review

North Star Investment Management held its Webster Financial (WBS) position steady in Q2 2026 at 9 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

North Star Investment Management first reported a position in WBS in Q1 2017 and has held it in 4 quarters since. The position peaked at $2K in Q1 2017. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • North Star Investment Management held 9 shares of Webster Financial worth $688 as of Q2 2026.
  • North Star Investment Management left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1595 holding.
  • North Star Investment Management first reported a position in Webster Financial in Q1 2017 and has held it in 4 quarters since.
  • North Star Investment Management's Webster Financial position peaked at $2K in Q1 2017.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.