RFP
WBS

Root Financial Partners’s Webster Financial WBS Stock Holding History

Root Financial Partners’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 		– Sell
-1,354
Closed -$94K – 3149
2026
Q1 		$94K Buy
1,354
+806
+147% +$55.2K ﹤0.01% 589
2025
Q4 		$34.5K Buy
548
+66
+14% +$3.92K ﹤0.01% 874
2025
Q3 		$28.6K Buy
+482
New +$28.7K ﹤0.01% 920

Other funds holding WBS

BlackRock
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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

Root Financial Partners's WBS Position: Q2 2026 in Review

Root Financial Partners sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 1,354 shares — an estimated $94K sold.

Root Financial Partners first reported a position in WBS in Q3 2025 and held it in 3 quarters. The position peaked at $94K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Root Financial Partners reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,354 Webster Financial shares in Q2 2026, an estimated $94K.
  • Root Financial Partners first reported a position in Webster Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Webster Financial position peaked at $94K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.