SC
WBS

Savant Capital’s Webster Financial WBS Stock Holding History

Savant 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 		$1.49M Buy
20,416
+10,145
+99% +$738K ﹤0.01% 706
2026
Q1 		$713K Buy
10,271
+2,446
+31% +$167K ﹤0.01% 747
2025
Q4 		$493K Buy
7,825
+755
+11% +$44.8K ﹤0.01% 840
2025
Q3 		$420K Buy
7,070
+1,408
+25% +$83.9K ﹤0.01% 866
2025
Q2 		$309K Buy
+5,662
New +$282K ﹤0.01% 940

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

Savant Capital's WBS Position: Q2 2026 in Review

Savant Capital increased its Webster Financial (WBS) stake by 99% in Q2 2026, buying an estimated $738K and bringing the position to 20,416 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Savant Capital first reported a position in WBS in Q2 2025 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Savant Capital held 20,416 shares of Webster Financial worth $1.49M as of Q2 2026.
  • Savant Capital bought 10,145 Webster Financial shares in Q2 2026, an estimated $738K.
  • Webster Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #706 holding.
  • Savant Capital first reported a position in Webster Financial in Q2 2025 and has held it in 5 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.