RIL
WBS

Rothschild Investment LLC’s Webster Financial WBS Stock Holding History

Rothschild Investment LLC’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 		$37.4K Sell
489
-196
-29% -$14.3K ﹤0.01% 1321
2026
Q1 		$47.6K Buy
685
+428
+167% +$29.3K ﹤0.01% 1135
2025
Q4 		$16.2K Sell
257
-964
-79% -$57.2K ﹤0.01% 1394
2025
Q3 		$72.6K Buy
1,221
+1,191
+3,970% +$71K ﹤0.01% 887
2025
Q2 		$1.64K Buy
30
+10
+50% +$499 ﹤0.01% 2193
2025
Q1 		$1.03K Buy
20
+5
+33% +$278 ﹤0.01% 2323
2024
Q4 		$828 Buy
15
+5
+50% +$275 ﹤0.01% 2327
2024
Q3 		$466 Hold
10
– – ﹤0.01% 2488
2024
Q2 		$436 Sell
10
-20
-67% -$891 ﹤0.01% 2106
2024
Q1 		$1.52K Hold
30
– – ﹤0.01% 1235
2023
Q4 		$1.52K Buy
+30
New +$1.3K ﹤0.01% 1169

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

Rothschild Investment LLC's WBS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Webster Financial (WBS) stake by 29% in Q2 2026, selling an estimated $14.3K and leaving 489 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Rothschild Investment LLC first reported a position in WBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.6K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Rothschild Investment LLC held 489 shares of Webster Financial worth $37.4K as of Q2 2026.
  • Rothschild Investment LLC sold 196 Webster Financial shares in Q2 2026, an estimated $14.3K.
  • Webster Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1321 holding.
  • Rothschild Investment LLC first reported a position in Webster Financial in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Webster Financial position peaked at $72.6K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.