PWM
WBS

Perigon Wealth Management’s Webster Financial WBS Stock Holding History

Perigon Wealth Management’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 		$633K Buy
8,277
+1
+0% +$73 0.01% 774
2026
Q1 		$575K Buy
8,276
+26
+0.3% +$1.78K 0.01% 738
2025
Q4 		$519K Sell
8,250
-924
-10% -$54.9K 0.01% 780
2025
Q3 		$545K Buy
9,174
+4,826
+111% +$288K 0.01% 704
2025
Q2 		$237K Buy
4,348
+189
+5% +$9.42K 0.01% 934
2025
Q1 		$214K Buy
4,159
+43
+1% +$2.39K 0.01% 940
2024
Q4 		$238K Buy
+4,116
New +$226K 0.01% 898
2024
Q1 		– Sell
-4,194
Closed -$213K – 915
2023
Q4 		$213K Buy
+4,194
New +$181K 0.01% 771

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

Perigon Wealth Management's WBS Position: Q2 2026 in Review

Perigon Wealth Management increased its Webster Financial (WBS) stake by 0.01% in Q2 2026, buying an estimated $73 and bringing the position to 8,277 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #774.

Perigon Wealth Management first reported a position in WBS in Q4 2023 and has held it in 8 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Perigon Wealth Management held 8,277 shares of Webster Financial worth $633K as of Q2 2026.
  • Perigon Wealth Management bought 1 Webster Financial share in Q2 2026, an estimated $73.
  • Webster Financial made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #774 holding.
  • Perigon Wealth Management first reported a position in Webster Financial in Q4 2023 and has held it in 8 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.