Silvercrest Asset Management’s Webster Financial WBS Stock Holding History

Silvercrest Asset 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	$534K	Hold	6,985	–	–	﹤0.01%	693
2026 Q1	$485K	Sell	6,985 -1,092	-14%	-$74.8K	﹤0.01%	693
2025 Q4	$508K	Hold	8,077	–	–	﹤0.01%	714
2025 Q3	$480K	Hold	8,077	–	–	﹤0.01%	702
2025 Q2	$441K	Hold	8,077	–	–	﹤0.01%	725
2025 Q1	$416K	Buy	8,077 +1,092	+16%	+$60.8K	﹤0.01%	732
2024 Q4	$386K	Hold	6,985	–	–	﹤0.01%	726
2024 Q3	$326K	Hold	6,985	–	–	﹤0.01%	716
2024 Q2	$304K	Hold	6,985	–	–	﹤0.01%	814
2024 Q1	$355K	Sell	6,985 -374	-5%	-$18.3K	﹤0.01%	778
2023 Q4	$374K	Buy	7,359 +374	+5%	+$16.2K	﹤0.01%	715
2023 Q3	$282K	Hold	6,985	–	–	﹤0.01%	756
2023 Q2	$264K	Hold	6,985	–	–	﹤0.01%	764
2023 Q1	$275K	Hold	6,985	–	–	﹤0.01%	731
2022 Q4	$331K	Hold	6,985	–	–	﹤0.01%	693
2022 Q3	$316K	Hold	6,985	–	–	﹤0.01%	698
2022 Q2	$294K	Hold	6,985	–	–	﹤0.01%	719
2022 Q1	$392K	Buy	+6,985	New	+$415K	﹤0.01%	722
2020 Q1	–	Sell	-210,801	Closed	-$11.2M	–	791
2019 Q4	$11.2M	Sell	210,801 -23	-0%	-$1.11K	0.09%	220
2019 Q3	$9.88M	Buy	+210,824	New	+$9.97M	0.08%	222

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

Silvercrest Asset Management's WBS Position: Q2 2026 in Review

Silvercrest Asset Management held its Webster Financial (WBS) position steady in Q2 2026 at 6,985 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Silvercrest Asset Management first reported a position in WBS in Q3 2019 and has held it in 20 quarters since. The position peaked at $11.2M in Q4 2019. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Silvercrest Asset Management held 6,985 shares of Webster Financial worth $534K as of Q2 2026.
Silvercrest Asset Management left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #693 holding.
Silvercrest Asset Management first reported a position in Webster Financial in Q3 2019 and has held it in 20 quarters since.
Silvercrest Asset Management's Webster Financial position peaked at $11.2M in Q4 2019.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.