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One Charles Private Wealth Services’s Webster Financial WBS Stock Holding History

One Charles Private Wealth Services’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 		$302K Sell
3,954
-716
-15% -$52.1K 0.07% 135
2026
Q1 		$324K Sell
4,670
-281
-6% -$19.2K 0.08% 123
2025
Q4 		$312K Hold
4,951
– – 0.08% 123
2025
Q3 		$294K Hold
4,951
– – 0.08% 126
2025
Q2 		$270K Buy
+4,951
New +$247K 0.08% 130

Other funds holding WBS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

One Charles Private Wealth Services's WBS Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Webster Financial (WBS) stake by 15% in Q2 2026, selling an estimated $52.1K and leaving 3,954 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #135.

One Charles Private Wealth Services first reported a position in WBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $324K in Q1 2026. 56 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • One Charles Private Wealth Services held 3,954 shares of Webster Financial worth $302K as of Q2 2026.
  • One Charles Private Wealth Services sold 716 Webster Financial shares in Q2 2026, an estimated $52.1K.
  • Webster Financial made up 0.07% of One Charles Private Wealth Services's portfolio in Q2 2026, its #135 holding.
  • One Charles Private Wealth Services first reported a position in Webster Financial in Q2 2025 and has held it in 5 quarters since.
  • One Charles Private Wealth Services's Webster Financial position peaked at $324K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.