R Squared’s Webster Financial WBS Stock Holding History

R Squared’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	$1.22M	Buy	+15,966	New	+$1.16M	0.64%	22
2025 Q1	–	Sell	-770	Closed	-$42.5K	–	1512
2024 Q4	$42.5K	Buy	+770	New	+$42.3K	0.04%	558

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

R Squared's WBS Position: Q2 2026 in Review

R Squared opened a new position in Webster Financial (WBS) in Q2 2026: 15,966 shares worth $1.22M. The stake represents 0.64% of the portfolio and ranks #22 among its holdings. This is a return to the name: R Squared previously reported a position in WBS as recently as Q4 2024.

R Squared first reported a position in WBS in Q4 2024 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

R Squared held 15,966 shares of Webster Financial worth $1.22M as of Q2 2026.
Webster Financial was a new R Squared position in Q2 2026.
Webster Financial made up 0.64% of R Squared's portfolio in Q2 2026, its #22 holding.
R Squared first reported a position in Webster Financial in Q4 2024 and has held it in 2 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.