Raymond James Financial
WBS

Raymond James Financial’s Webster Financial WBS Stock Holding History

Raymond James Financial’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 		$4.31M Sell
56,462
-10,065
-15% -$732K ﹤0.01% 2856
2026
Q1 		$4.62M Sell
66,527
-208,600
-76% -$14.3M ﹤0.01% 2652
2025
Q4 		$17.3M Buy
275,127
+6,923
+3% +$411K 0.01% 1548
2025
Q3 		$15.9M Buy
268,204
+11,604
+5% +$691K 0.01% 1571
2025
Q2 		$14M Sell
256,600
-4,652
-2% -$232K ﹤0.01% 1623
2025
Q1 		$13.5M Sell
261,252
-5,596
-2% -$311K 0.01% 1585
2024
Q4 		$14.7M Buy
+266,848
New +$14.7M 0.01% 1533

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

Raymond James Financial's WBS Position: Q2 2026 in Review

Raymond James Financial reduced its Webster Financial (WBS) stake by 15% in Q2 2026, selling an estimated $732K and leaving 56,462 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Raymond James Financial first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Raymond James Financial held 56,462 shares of Webster Financial worth $4.31M as of Q2 2026.
  • Raymond James Financial sold 10,065 Webster Financial shares in Q2 2026, an estimated $732K.
  • Webster Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2856 holding.
  • Raymond James Financial first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Webster Financial position peaked at $17.3M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.