Principia Wealth Advisory’s Webster Financial WBS Stock Holding History

Principia Wealth Advisory’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	$459	Hold	6	–	–	﹤0.01%	905
2026 Q1	$417	Hold	6	–	–	﹤0.01%	875
2025 Q4	$378	Buy	6 +5	+500%	+$297	﹤0.01%	860
2025 Q3	$59	Hold	1	–	–	﹤0.01%	956
2025 Q2	$55	Sell	1 -9	-90%	-$449	﹤0.01%	931
2025 Q1	$467	Buy	10 +6	+150%	+$334	﹤0.01%	590
2024 Q4	$221	Buy	+4	New	+$220	﹤0.01%	719

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's WBS Position: Q2 2026 in Review

Principia Wealth Advisory held its Webster Financial (WBS) position steady in Q2 2026 at 6 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Principia Wealth Advisory first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $467 in Q1 2025. 542 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Principia Wealth Advisory held 6 shares of Webster Financial worth $459 as of Q2 2026.
Principia Wealth Advisory left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #905 holding.
Principia Wealth Advisory first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Webster Financial position peaked at $467 in Q1 2025.
542 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.