SAM
WBS

Sagewood Asset Management’s Webster Financial WBS Stock Holding History

Sagewood Asset 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 		$306K Buy
4,009
+732
+22% +$53.2K 0.07% 305
2026
Q1 		$227K Buy
+3,277
New +$224K 0.07% 293

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

Sagewood Asset Management's WBS Position: Q2 2026 in Review

Sagewood Asset Management increased its Webster Financial (WBS) stake by 22% in Q2 2026, buying an estimated $53.2K and bringing the position to 4,009 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #305.

Sagewood Asset Management first reported a position in WBS in Q1 2026 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Sagewood Asset Management held 4,009 shares of Webster Financial worth $306K as of Q2 2026.
  • Sagewood Asset Management bought 732 Webster Financial shares in Q2 2026, an estimated $53.2K.
  • Webster Financial made up 0.07% of Sagewood Asset Management's portfolio in Q2 2026, its #305 holding.
  • Sagewood Asset Management first reported a position in Webster Financial in Q1 2026 and has held it in 2 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.