SFA
WBS

Sequoia Financial Advisors’s Webster Financial WBS Stock Holding History

Sequoia Financial Advisors’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 		$685K Sell
8,957
-276
-3% -$20.1K ﹤0.01% 1130
2026
Q1 		$641K Sell
9,233
-2,645
-22% -$181K ﹤0.01% 1122
2025
Q4 		$748K Buy
11,878
+4,046
+52% +$240K ﹤0.01% 1052
2025
Q3 		$466K Buy
7,832
+438
+6% +$26.1K ﹤0.01% 1179
2025
Q2 		$404K Buy
+7,394
New +$369K ﹤0.01% 1110

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

Sequoia Financial Advisors's WBS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Webster Financial (WBS) stake by 3% in Q2 2026, selling an estimated $20.1K and leaving 8,957 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Sequoia Financial Advisors first reported a position in WBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $748K in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Sequoia Financial Advisors held 8,957 shares of Webster Financial worth $685K as of Q2 2026.
  • Sequoia Financial Advisors sold 276 Webster Financial shares in Q2 2026, an estimated $20.1K.
  • Webster Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1130 holding.
  • Sequoia Financial Advisors first reported a position in Webster Financial in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Webster Financial position peaked at $748K in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.