RWM
WBS

Ritholtz Wealth Management’s Webster Financial WBS Stock Holding History

Ritholtz Wealth Management’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 		$465K Sell
6,087
-1,181
-16% -$85.9K 0.01% 885
2026
Q1 		$505K Buy
7,268
+1,499
+26% +$103K 0.01% 784
2025
Q4 		$363K Sell
5,769
-29
-0.5% -$1.72K 0.01% 820
2025
Q3 		$345K Buy
+5,798
New +$345K 0.01% 795

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

Ritholtz Wealth Management's WBS Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Webster Financial (WBS) stake by 16% in Q2 2026, selling an estimated $85.9K and leaving 6,087 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #885.

Ritholtz Wealth Management first reported a position in WBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $505K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Ritholtz Wealth Management held 6,087 shares of Webster Financial worth $465K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,181 Webster Financial shares in Q2 2026, an estimated $85.9K.
  • Webster Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #885 holding.
  • Ritholtz Wealth Management first reported a position in Webster Financial in Q3 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Webster Financial position peaked at $505K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.