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Planning Strategies’s Webster Financial WBS Stock Holding History

Planning Strategies’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 		$3.13K Buy
+41
New +$2.98K ﹤0.01% 491

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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Planning Strategies's WBS Position: Q2 2026 in Review

Planning Strategies opened a new position in Webster Financial (WBS) in Q2 2026: 41 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings.

504 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Planning Strategies held 41 shares of Webster Financial worth $3.13K as of Q2 2026.
  • Webster Financial was a new Planning Strategies position in Q2 2026.
  • Webster Financial made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #491 holding.
  • 504 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.