NP
WBS

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
Q2 		$434K Sell
5,675
-8
-0.1% -$582 0.01% 463
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 $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

NorthRock Partners's WBS Position: Q2 2026 in Review

NorthRock Partners reduced its Webster Financial (WBS) stake by 0.14% in Q2 2026, selling an estimated $582 and leaving 5,675 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #463.

NorthRock Partners first reported a position in WBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $721K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • NorthRock Partners held 5,675 shares of Webster Financial worth $434K as of Q2 2026.
  • NorthRock Partners sold 8 Webster Financial shares in Q2 2026, an estimated $582.
  • Webster Financial made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #463 holding.
  • NorthRock Partners first reported a position in Webster Financial in Q4 2023 and has held it in 11 quarters since.
  • NorthRock Partners's Webster Financial position peaked at $721K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.