PTP
WBS

Platform Technology Partners’s Webster Financial WBS Stock Holding History

Platform Technology 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 		$246K Hold
3,213
– – 0.04% 311
2026
Q1 		$223K Sell
3,213
-328
-9% -$22.5K 0.04% 292
2025
Q4 		$223K Hold
3,541
– – 0.05% 234
2025
Q3 		$210K Sell
3,541
-377
-10% -$22.5K 0.05% 235
2025
Q2 		$214K Hold
3,918
– – 0.06% 233
2025
Q1 		$202K Buy
3,918
+18
+0.5% +$1K 0.06% 223
2024
Q4 		$215K Buy
+3,900
New +$214K 0.07% 203
2023
Q4 		$215K Buy
+4,532
New +$196K 0.08% 181
2023
Q1 		– Sell
-5,854
Closed -$277K – 216
2022
Q4 		$277K Hold
5,854
– – 0.14% 143
2022
Q3 		$265K Sell
5,854
-321
-5% -$14.9K 0.15% 145
2022
Q2 		$260K Hold
6,175
– – 0.14% 150
2022
Q1 		$347K Buy
+6,175
New +$367K 0.17% 134

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

Platform Technology Partners's WBS Position: Q2 2026 in Review

Platform Technology Partners held its Webster Financial (WBS) position steady in Q2 2026 at 3,213 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #311.

Platform Technology Partners first reported a position in WBS in Q1 2022 and has held it in 12 quarters since. The position peaked at $347K in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Platform Technology Partners held 3,213 shares of Webster Financial worth $246K as of Q2 2026.
  • Platform Technology Partners left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.04% of Platform Technology Partners's portfolio in Q2 2026, its #311 holding.
  • Platform Technology Partners first reported a position in Webster Financial in Q1 2022 and has held it in 12 quarters since.
  • Platform Technology Partners's Webster Financial position peaked at $347K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.