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Physician Wealth Advisors’s Webster Financial WBS Stock Holding History

Physician Wealth 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 		$3.21K Buy
42
+14
+50% +$1.02K ﹤0.01% 1301
2026
Q1 		$1.94K Buy
28
+19
+211% +$1.3K ﹤0.01% 1371
2025
Q4 		$567 Sell
9
-8
-47% -$475 ﹤0.01% 1817
2025
Q3 		$1.01K Buy
+17
New +$1.01K ﹤0.01% 1573

Other funds holding WBS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Physician Wealth Advisors's WBS Position: Q2 2026 in Review

Physician Wealth Advisors increased its Webster Financial (WBS) stake by 50% in Q2 2026, buying an estimated $1.02K and bringing the position to 42 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Physician Wealth Advisors first reported a position in WBS in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Physician Wealth Advisors held 42 shares of Webster Financial worth $3.21K as of Q2 2026.
  • Physician Wealth Advisors bought 14 Webster Financial shares in Q2 2026, an estimated $1.02K.
  • Webster Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1301 holding.
  • Physician Wealth Advisors first reported a position in Webster Financial in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.