PCA
WBS

Pallas Capital Advisors’s Webster Financial WBS Stock Holding History

Pallas Capital 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 		– Sell
-9,001
Closed -$625K – 1100
2026
Q1 		$625K Buy
9,001
+156
+2% +$10.7K 0.02% 448
2025
Q4 		$557K Sell
8,845
-261
-3% -$15.5K 0.02% 501
2025
Q3 		$541K Buy
9,106
+427
+5% +$25.4K 0.02% 502
2025
Q2 		$474K Buy
+8,679
New +$433K 0.02% 518

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

Pallas Capital Advisors's WBS Position: Q2 2026 in Review

Pallas Capital Advisors sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 9,001 shares — an estimated $625K sold.

Pallas Capital Advisors first reported a position in WBS in Q2 2025 and held it in 4 quarters. The position peaked at $625K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Pallas Capital Advisors reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 9,001 Webster Financial shares in Q2 2026, an estimated $625K.
  • Pallas Capital Advisors first reported a position in Webster Financial in Q2 2025 and held it in 4 quarters.
  • Pallas Capital Advisors's Webster Financial position peaked at $625K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.