PWPS
WBS

Pinnacle Wealth Planning Services’s Webster Financial WBS Stock Holding History

Pinnacle Wealth Planning Services’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 		$211K Buy
2,760
+318
+13% +$23.1K 0.02% 502
2026
Q1 		$170K Buy
2,442
+860
+54% +$58.9K 0.02% 541
2025
Q4 		$99.6K Buy
+1,582
New +$93.9K 0.01% 792
2021
Q1 		– Sell
-4
Closed – – 1927
2020
Q4 		$0 Buy
+4
New +$144 ﹤0.01% 2317

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

Pinnacle Wealth Planning Services's WBS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Webster Financial (WBS) stake by 13% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,760 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #502.

Pinnacle Wealth Planning Services first reported a position in WBS in Q4 2020 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,760 shares of Webster Financial worth $211K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 318 Webster Financial shares in Q2 2026, an estimated $23.1K.
  • Webster Financial made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #502 holding.
  • Pinnacle Wealth Planning Services first reported a position in Webster Financial in Q4 2020 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.