PI
WBS

PFG Investments’s Webster Financial WBS Stock Holding History

PFG Investments’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 		$283K Buy
3,707
+18
+0.5% +$1.31K 0.01% 969
2026
Q1 		$256K Sell
3,689
-344
-9% -$23.5K 0.01% 944
2025
Q4 		$254K Buy
4,033
+24
+0.6% +$1.43K 0.01% 901
2025
Q3 		$238K Buy
4,009
+23
+0.6% +$1.37K 0.01% 885
2025
Q2 		$218K Buy
3,986
+25
+0.6% +$1.25K 0.01% 881
2025
Q1 		$204K Sell
3,961
-559
-12% -$31.1K 0.01% 874
2024
Q4 		$250K Buy
4,520
+116
+3% +$6.37K 0.02% 794
2024
Q3 		$205K Buy
+4,404
New +$202K 0.01% 886

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

PFG Investments's WBS Position: Q2 2026 in Review

PFG Investments increased its Webster Financial (WBS) stake by 0.49% in Q2 2026, buying an estimated $1.31K and bringing the position to 3,707 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #969.

PFG Investments first reported a position in WBS in Q3 2024 and has held it in 8 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • PFG Investments held 3,707 shares of Webster Financial worth $283K as of Q2 2026.
  • PFG Investments bought 18 Webster Financial shares in Q2 2026, an estimated $1.31K.
  • Webster Financial made up 0.01% of PFG Investments's portfolio in Q2 2026, its #969 holding.
  • PFG Investments first reported a position in Webster Financial in Q3 2024 and has held it in 8 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.