PFS Partners’s Webster Financial WBS Stock Holding History

PFS Partners’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	$15.6K	Buy	204 +1	+0.5%	+$73	0.01%	330
2026 Q1	$14.1K	Hold	203	–	–	0.01%	315
2025 Q4	$12.8K	Buy	203 +1	+0.5%	+$59	0.01%	329
2025 Q3	$12K	Hold	202	–	–	0.01%	322
2025 Q2	$11K	Buy	202 +64	+46%	+$3.19K	0.01%	299
2025 Q1	$7.11K	Hold	138	–	–	﹤0.01%	320
2024 Q4	$7.62K	Hold	138	–	–	﹤0.01%	313
2024 Q3	$6.43K	Hold	138	–	–	﹤0.01%	322
2024 Q2	$6.02K	Hold	138	–	–	﹤0.01%	315
2024 Q1	$7.01K	Hold	138	–	–	﹤0.01%	314
2023 Q4	$7K	Hold	138	–	–	﹤0.01%	307
2023 Q3	$5.56K	Hold	138	–	–	﹤0.01%	316
2023 Q2	$5.21K	Hold	138	–	–	﹤0.01%	349
2023 Q1	$5.44K	Hold	138	–	–	0.01%	272
2022 Q4	$6.53K	Hold	138	–	–	0.01%	245
2022 Q3	$6.24K	Hold	138	–	–	0.01%	236
2022 Q2	$5.82K	Hold	138	–	–	0.01%	237
2022 Q1	$7.75K	Buy	+138	New	+$8.19K	0.01%	232

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFS Partners's WBS Position: Q2 2026 in Review

PFS Partners increased its Webster Financial (WBS) stake by 0.49% in Q2 2026, buying an estimated $73 and bringing the position to 204 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #330.

PFS Partners first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

PFS Partners held 204 shares of Webster Financial worth $15.6K as of Q2 2026.
PFS Partners bought 1 Webster Financial share in Q2 2026, an estimated $73.
Webster Financial made up 0.01% of PFS Partners's portfolio in Q2 2026, its #330 holding.
PFS Partners first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.