SWM
WBS

SeaCrest Wealth Management’s Webster Financial WBS Stock Holding History

SeaCrest Wealth 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 		$1.83M Hold
23,936
– – 0.2% 92
2026
Q1 		$1.66M Sell
23,936
-1,800
-7% -$123K 0.18% 101
2025
Q4 		$1.66M Hold
25,736
– – 0.17% 107
2025
Q3 		$1.51M Hold
25,736
– – 0.16% 114
2025
Q2 		$1.41M Hold
25,736
– – 0.15% 123
2025
Q1 		$1.33M Hold
25,736
– – 0.15% 133
2024
Q4 		$1.42M Sell
25,736
-105
-0.4% -$5.77K 0.15% 128
2024
Q3 		$1.2M Hold
25,841
– – 0.13% 149
2024
Q2 		$1.13M Buy
25,841
+26
+0.1% +$1.16K 0.13% 158
2024
Q1 		$1.31M Sell
25,815
-1,010
-4% -$49.4K 0.16% 132
2023
Q4 		$1.38M Sell
26,825
-119
-0.4% -$5.14K 0.17% 122
2023
Q3 		$1.09M Buy
26,944
+9
+0% +$383 0.14% 153
2023
Q2 		$1.02M Buy
26,935
+11
+0% +$406 0.13% 163
2023
Q1 		$1.06M Sell
26,924
-3,335
-11% -$160K 0.14% 151
2022
Q4 		$1.43M Sell
30,259
-2,546
-8% -$127K 0.21% 104
2022
Q3 		$1.48M Buy
32,805
+8
+0% +$370 0.23% 88
2022
Q2 		$1.38M Buy
32,797
+8
+0% +$385 0.17% 113
2022
Q1 		$1.84M Buy
+32,789
New +$1.95M 0.21% 90
2019
Q2 		– Sell
-851
Closed -$43K – 1831
2019
Q1 		$43K Buy
851
+5
+0.6% +$271 0.01% 996
2018
Q4 		$42K Buy
846
+4
+0.5% +$228 0.01% 964
2018
Q3 		$50K Buy
842
+4
+0.5% +$260 0.01% 1002
2018
Q2 		$53K Buy
838
+5
+0.6% +$311 0.01% 961
2018
Q1 		$46K Sell
833
-3,997
-83% -$226K 0.01% 992
2017
Q4 		$271K Buy
+4,830
New +$264K 0.05% 401

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

SeaCrest Wealth Management's WBS Position: Q2 2026 in Review

SeaCrest Wealth Management held its Webster Financial (WBS) position steady in Q2 2026 at 23,936 shares worth $1.83M. The position accounts for 0.2% of the portfolio, ranked #92.

SeaCrest Wealth Management first reported a position in WBS in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.84M in Q1 2022. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • SeaCrest Wealth Management held 23,936 shares of Webster Financial worth $1.83M as of Q2 2026.
  • SeaCrest Wealth Management left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.2% of SeaCrest Wealth Management's portfolio in Q2 2026, its #92 holding.
  • SeaCrest Wealth Management first reported a position in Webster Financial in Q4 2017 and has held it in 24 quarters since.
  • SeaCrest Wealth Management's Webster Financial position peaked at $1.84M in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.