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Patriot Financial Group Insurance Agency’s Webster Financial WBS Stock Holding History

Patriot Financial Group Insurance Agency’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 		$527K Sell
6,895
-26,143
-79% -$1.9M 0.05% 303
2026
Q1 		$2.29M Buy
33,038
+16,132
+95% +$1.1M 0.13% 192
2025
Q4 		$1.06M Sell
16,906
-377
-2% -$22.4K 0.13% 201
2025
Q3 		$1.03M Sell
17,283
-368
-2% -$21.9K 0.13% 192
2025
Q2 		$964K Sell
17,651
-2,148
-11% -$107K 0.11% 212
2025
Q1 		$1.02M Sell
19,799
-369
-2% -$20.5K 0.14% 187
2024
Q4 		$1.11M Sell
20,168
-172
-0.8% -$9.45K 0.15% 164
2024
Q3 		$948K Sell
20,340
-99
-0.5% -$4.54K 0.13% 193
2024
Q2 		$891K Sell
20,439
-558
-3% -$24.8K 0.13% 177
2024
Q1 		$1.07M Sell
20,997
-6
-0% -$293 0.17% 138
2023
Q4 		$1.07M Sell
21,003
-2
-0% -$86 0.2% 124
2023
Q3 		$847K Sell
21,005
-1,580
-7% -$67.2K 0.18% 153
2023
Q2 		$853K Buy
22,585
+3,747
+20% +$138K 0.16% 154
2023
Q1 		$743K Buy
18,838
+976
+5% +$46.8K 0.15% 159
2022
Q4 		$846K Buy
17,862
+742
+4% +$37.2K 0.11% 127
2022
Q3 		$774K Buy
17,120
+133
+0.8% +$6.16K 0.19% 133
2022
Q2 		$716K Buy
16,987
+276
+2% +$13.3K 0.15% 148
2022
Q1 		$938K Buy
16,711
+66
+0.4% +$3.92K 0.17% 131
2021
Q4 		$929K Buy
16,645
+368
+2% +$20.7K 0.15% 136
2021
Q3 		$885K Buy
16,277
+20
+0.1% +$995 0.16% 141
2021
Q2 		$867K Buy
16,257
+266
+2% +$14.7K 0.16% 140
2021
Q1 		$881K Sell
15,991
-229
-1% -$12.2K 0.2% 116
2020
Q4 		$684K Buy
16,220
+506
+3% +$18.3K 0.17% 131
2020
Q3 		$415K Buy
15,714
+4,323
+38% +$117K 0.14% 165
2020
Q2 		$326K Buy
11,391
+7,329
+180% +$194K 0.12% 164
2020
Q1 		$93K Buy
4,062
+294
+8% +$12K 0.04% 329
2019
Q4 		$201K Buy
3,768
+21
+0.6% +$1.01K 0.08% 226
2019
Q3 		$176K Buy
3,747
+674
+22% +$31.9K 0.08% 220
2019
Q2 		$140K Buy
3,073
+20
+0.7% +$996 0.06% 247
2019
Q1 		$150K Sell
3,053
-159
-5% -$8.62K 0.08% 206
2018
Q4 		$158K Sell
3,212
-1,909
-37% -$109K 0.1% 154
2018
Q3 		$302K Buy
5,121
+1,975
+63% +$128K 0.18% 86
2018
Q2 		$200K Buy
3,146
+11
+0.4% +$685 0.21% 76
2018
Q1 		$170K Hold
3,135
– – 0.13% 152
2017
Q4 		$180K Hold
3,135
– – 0.13% 137
2017
Q3 		$166K Hold
3,135
– – 0.15% 123
2017
Q2 		$169K Sell
3,135
-50
-2% -$2.52K 0.18% 112
2017
Q1 		$155K Buy
3,185
+500
+19% +$26.7K 0.16% 112
2016
Q4 		$141K Buy
+2,685
New +$123K 0.19% 106

Other funds holding WBS

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WBS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Webster Financial (WBS) stake by 79% in Q2 2026, selling an estimated $1.9M and leaving 6,895 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #303.

Patriot Financial Group Insurance Agency first reported a position in WBS in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.29M in Q1 2026. 193 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,895 shares of Webster Financial worth $527K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 26,143 Webster Financial shares in Q2 2026, an estimated $1.9M.
  • Webster Financial made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #303 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Webster Financial in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Webster Financial position peaked at $2.29M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.