PWMG
WBS

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

Private 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 		$17.2K Hold
225
– – ﹤0.01% 425
2026
Q1 		$15.6K Hold
225
– – ﹤0.01% 393
2025
Q4 		$14.2K Hold
225
– – ﹤0.01% 412
2025
Q3 		$13.4K Hold
225
– – ﹤0.01% 435
2025
Q2 		$12.3K Hold
225
– – ﹤0.01% 430
2025
Q1 		$11.6K Hold
225
– – ﹤0.01% 426
2024
Q4 		$12.4K Hold
225
– – ﹤0.01% 412
2024
Q3 		$10.5K Hold
225
– – ﹤0.01% 443
2024
Q2 		$9.81K Sell
225
-85
-27% -$3.79K ﹤0.01% 445
2024
Q1 		$15.7K Hold
310
– – 0.01% 316
2023
Q4 		$15.7K Buy
+310
New +$13.4K 0.01% 308

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

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

Private Wealth Management Group held its Webster Financial (WBS) position steady in Q2 2026 at 225 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Private Wealth Management Group first reported a position in WBS in Q4 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Private Wealth Management Group held 225 shares of Webster Financial worth $17.2K as of Q2 2026.
  • Private Wealth Management Group left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #425 holding.
  • Private Wealth Management Group first reported a position in Webster Financial in Q4 2023 and has held it in 11 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.