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NorthRock Partners’s Webster Financial WBS Stock Holding History

NorthRock Partners’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
Q1 		$395K Sell
5,683
-288
-5% -$19.7K 0.01% 458
2025
Q4 		$376K Sell
5,971
-6,155
-51% -$365K 0.01% 430
2025
Q3 		$721K Buy
12,126
+1,349
+13% +$80.4K 0.01% 420
2025
Q2 		$588K Buy
10,777
+1,158
+12% +$57.7K 0.02% 358
2025
Q1 		$496K Buy
9,619
+14
+0.1% +$779 0.02% 351
2024
Q4 		$530K Buy
9,605
+567
+6% +$31.1K 0.02% 343
2024
Q3 		$421K Buy
9,038
+156
+2% +$7.16K 0.01% 406
2024
Q2 		$387K Buy
8,882
+36
+0.4% +$1.6K 0.01% 404
2024
Q1 		$449K Buy
8,846
+236
+3% +$11.5K 0.02% 384
2023
Q4 		$437K Buy
+8,610
New +$372K 0.02% 361

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

NorthRock Partners's WBS Position: Q1 2026 in Review

NorthRock Partners reduced its Webster Financial (WBS) stake by 4.8% in Q1 2026, selling an estimated $19.7K and leaving 5,683 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #458.

NorthRock Partners first reported a position in WBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $721K in Q3 2025. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • NorthRock Partners held 5,683 shares of Webster Financial worth $395K as of Q1 2026.
  • NorthRock Partners sold 288 Webster Financial shares in Q1 2026, an estimated $19.7K.
  • Webster Financial made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #458 holding.
  • NorthRock Partners first reported a position in Webster Financial in Q4 2023 and has held it in 10 quarters since.
  • NorthRock Partners's Webster Financial position peaked at $721K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.