Rossmore Private Capital’s Webster Financial WBS Stock Holding History

Rossmore Private Capital’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	$218K	Buy	+2,850	New	+$207K	0.02%	291
2024 Q2	–	Sell	-4,006	Closed	-$203K	–	236
2024 Q1	$203K	Hold	4,006	–	–	0.03%	229
2023 Q4	$203K	Buy	+4,006	New	+$173K	0.03%	227
2023 Q1	–	Sell	-4,477	Closed	-$212K	–	234
2022 Q4	$212K	Hold	4,477	–	–	0.03%	216
2022 Q3	$202K	Buy	+4,477	New	+$207K	0.04%	213
2022 Q2	–	Sell	-4,477	Closed	-$251K	–	240
2022 Q1	$251K	Hold	4,477	–	–	0.04%	207
2021 Q4	$250K	Hold	4,477	–	–	0.04%	207
2021 Q3	$244K	Hold	4,477	–	–	0.04%	204
2021 Q2	$239K	Hold	4,477	–	–	0.04%	208
2021 Q1	$247K	Buy	+4,477	New	+$238K	0.05%	191

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

Rossmore Private Capital's WBS Position: Q2 2026 in Review

Rossmore Private Capital opened a new position in Webster Financial (WBS) in Q2 2026: 2,850 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings. This is a return to the name: Rossmore Private Capital previously reported a position in WBS as recently as Q1 2024.

Rossmore Private Capital first reported a position in WBS in Q1 2021 and has held it in 10 quarters since. The position peaked at $251K in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Rossmore Private Capital held 2,850 shares of Webster Financial worth $218K as of Q2 2026.
Webster Financial was a new Rossmore Private Capital position in Q2 2026.
Webster Financial made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #291 holding.
Rossmore Private Capital first reported a position in Webster Financial in Q1 2021 and has held it in 10 quarters since.
Rossmore Private Capital's Webster Financial position peaked at $251K in Q1 2022.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.