Rockefeller Capital Management
WBS

Rockefeller Capital Management’s Webster Financial WBS Stock Holding History

Rockefeller Capital 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 		$872K Buy
11,415
+291
+3% +$21.2K ﹤0.01% 1791
2026
Q1 		$772K Buy
11,124
+1,234
+12% +$84.5K ﹤0.01% 1743
2025
Q4 		$622K Buy
9,890
+5,144
+108% +$305K ﹤0.01% 1784
2025
Q3 		$282K Buy
+4,746
New +$283K ﹤0.01% 2050
2023
Q3 		– Sell
-6,710
Closed -$253K – 1828
2023
Q2 		$253K Sell
6,710
-334
-5% -$12.3K ﹤0.01% 1571
2023
Q1 		$277K Buy
7,044
+5,773
+454% +$277K ﹤0.01% 1627
2022
Q4 		$60K Buy
1,271
+39
+3% +$1.95K ﹤0.01% 2292
2022
Q3 		$55K Sell
1,232
-171
-12% -$7.91K ﹤0.01% 2299
2022
Q2 		$58K Buy
1,403
+292
+26% +$14.1K ﹤0.01% 2214
2022
Q1 		$62K Buy
1,111
+919
+479% +$54.6K ﹤0.01% 2202
2021
Q4 		$10K Buy
192
+1
+0.5% +$56 ﹤0.01% 2990
2021
Q3 		$10K Sell
191
-196
-51% -$9.75K ﹤0.01% 2906
2021
Q2 		$19K Buy
387
+199
+106% +$11K ﹤0.01% 2513
2021
Q1 		$10K Buy
188
+158
+527% +$8.41K ﹤0.01% 2609
2020
Q4 		$1K Sell
30
-99
-77% -$3.57K ﹤0.01% 2792
2020
Q3 		$3K Hold
129
– – ﹤0.01% 2372
2020
Q2 		$4K Hold
129
– – ﹤0.01% 2181
2020
Q1 		$3K Hold
129
– – ﹤0.01% 2123
2019
Q4 		$7K Sell
129
-880
-87% -$42.3K ﹤0.01% 1718
2019
Q3 		$47K Buy
+1,009
New +$47.7K ﹤0.01% 986
2019
Q2 		– Sell
-341
Closed -$17K – 2006
2019
Q1 		$17K Buy
+341
New +$18.5K ﹤0.01% 1318

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

Rockefeller Capital Management's WBS Position: Q2 2026 in Review

Rockefeller Capital Management increased its Webster Financial (WBS) stake by 2.6% in Q2 2026, buying an estimated $21.2K and bringing the position to 11,415 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Rockefeller Capital Management first reported a position in WBS in Q1 2019 and has held it in 21 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Rockefeller Capital Management held 11,415 shares of Webster Financial worth $872K as of Q2 2026.
  • Rockefeller Capital Management bought 291 Webster Financial shares in Q2 2026, an estimated $21.2K.
  • Webster Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1791 holding.
  • Rockefeller Capital Management first reported a position in Webster Financial in Q1 2019 and has held it in 21 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.