Prestige Wealth Management Group’s Webster Financial WBS Stock Holding History

Prestige Wealth Management Group’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	$11.3K	Buy	148 +5	+3%	+$364	﹤0.01%	428
2026 Q1	$9.93K	Buy	143 +3	+2%	+$205	﹤0.01%	429
2025 Q4	$8.81K	Hold	140	–	–	﹤0.01%	475
2025 Q3	$8.32K	Hold	140	–	–	﹤0.01%	486
2025 Q2	$7.64K	Hold	140	–	–	﹤0.01%	486
2025 Q1	$7.22K	Hold	140	–	–	﹤0.01%	496
2024 Q4	$7.73K	Hold	140	–	–	﹤0.01%	515
2024 Q3	$6.53K	Hold	140	–	–	﹤0.01%	546
2024 Q2	$6.1K	Hold	140	–	–	﹤0.01%	504
2024 Q1	$7.11K	Hold	140	–	–	﹤0.01%	507
2023 Q4	$7.11K	Hold	140	–	–	﹤0.01%	517
2023 Q3	$5.64K	Hold	140	–	–	﹤0.01%	557
2023 Q2	$5.29K	Hold	140	–	–	﹤0.01%	585
2023 Q1	$5.52K	Hold	140	–	–	﹤0.01%	552
2022 Q4	$6.63K	Hold	140	–	–	﹤0.01%	555
2022 Q3	$6K	Hold	140	–	–	﹤0.01%	532
2022 Q2	$6K	Sell	140 -10	-7%	-$482	﹤0.01%	557
2022 Q1	$8K	Buy	+150	New	+$8.9K	﹤0.01%	520
2019 Q1	–	Sell	-53	Closed	-$3K	–	1136
2018 Q4	$3K	Buy	+53	New	+$3.03K	﹤0.01%	765

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

Prestige Wealth Management Group's WBS Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Webster Financial (WBS) stake by 3.5% in Q2 2026, buying an estimated $364 and bringing the position to 148 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Prestige Wealth Management Group first reported a position in WBS in Q4 2018 and has held it in 19 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Prestige Wealth Management Group held 148 shares of Webster Financial worth $11.3K as of Q2 2026.
Prestige Wealth Management Group bought 5 Webster Financial shares in Q2 2026, an estimated $364.
Webster Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #428 holding.
Prestige Wealth Management Group first reported a position in Webster Financial in Q4 2018 and has held it in 19 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.