SHP Wealth Management’s Webster Financial WBS Stock Holding History

SHP 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 Q1	$72.6K	Hold	1,046	–	–	0.01%	433
2025 Q4	$65.8K	Buy	+1,046	New	+$62.1K	0.01%	424

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

SHP Wealth Management's WBS Position: Q1 2026 in Review

SHP Wealth Management held its Webster Financial (WBS) position steady in Q1 2026 at 1,046 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #433.

SHP Wealth Management first reported a position in WBS in Q4 2025 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

SHP Wealth Management held 1,046 shares of Webster Financial worth $72.6K as of Q1 2026.
SHP Wealth Management left its Webster Financial share count unchanged in Q1 2026.
Webster Financial made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #433 holding.
SHP Wealth Management first reported a position in Webster Financial in Q4 2025 and has held it in 2 quarters since.
539 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.