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 Q2	$79.9K	Hold	1,046	–	–	0.01%	448
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SHP Wealth Management held its Webster Financial (WBS) position steady in Q2 2026 at 1,046 shares worth $79.9K. The position accounts for 0.01% of the portfolio, ranked #448.

SHP Wealth Management first reported a position in WBS in Q4 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

SHP Wealth Management held 1,046 shares of Webster Financial worth $79.9K as of Q2 2026.
SHP Wealth Management left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #448 holding.
SHP Wealth Management first reported a position in Webster Financial in Q4 2025 and has held it in 3 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.