Sky Investment Group’s Webster Financial WBS Stock Holding History

Sky Investment Group’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	$385K	Hold	5,036	–	–	0.06%	124
2026 Q1	$350K	Hold	5,036	–	–	0.06%	120
2025 Q4	$317K	Sell	5,036 -150	-3%	-$8.91K	0.05%	117
2025 Q3	$308K	Hold	5,186	–	–	0.05%	123
2025 Q2	$283K	Hold	5,186	–	–	0.05%	124
2025 Q1	$267K	Hold	5,186	–	–	0.05%	120
2024 Q4	$286K	Hold	5,186	–	–	0.05%	123
2024 Q3	$242K	Hold	5,186	–	–	0.04%	126
2024 Q2	$226K	Hold	5,186	–	–	0.04%	124
2024 Q1	$263K	Sell	5,186 -500	-9%	-$24.5K	0.05%	118
2023 Q4	$289K	Hold	5,686	–	–	0.06%	110
2023 Q3	$229K	Hold	5,686	–	–	0.05%	114
2023 Q2	$215K	Hold	5,686	–	–	0.05%	118
2023 Q1	$224K	Sell	5,686 -300	-5%	-$14.4K	0.05%	116
2022 Q4	$283K	Sell	5,986 -100	-2%	-$5.01K	0.07%	110
2022 Q3	$275K	Hold	6,086	–	–	0.07%	109
2022 Q2	$257K	Hold	6,086	–	–	0.06%	115
2022 Q1	$342K	Hold	6,086	–	–	0.07%	107
2021 Q4	$340K	Hold	6,086	–	–	0.07%	108
2021 Q3	$331K	Hold	6,086	–	–	0.07%	106
2021 Q2	$325K	Hold	6,086	–	–	0.07%	108
2021 Q1	$335K	Sell	6,086 -3,500	-37%	-$186K	0.08%	101
2020 Q4	$404K	Sell	9,586 -1,300	-12%	-$46.9K	0.1%	93
2020 Q3	$287K	Buy	10,886 +1,550	+17%	+$42K	0.08%	101
2020 Q2	$267K	Hold	9,336	–	–	0.09%	89
2020 Q1	$214K	Hold	9,336	–	–	0.09%	89
2019 Q4	$498K	Hold	9,336	–	–	0.16%	80
2019 Q3	$438K	Hold	9,336	–	–	0.15%	80
2019 Q2	$446K	Hold	9,336	–	–	0.16%	81
2019 Q1	$473K	Hold	9,336	–	–	0.17%	78
2018 Q4	$460K	Buy	9,336 +5,500	+143%	+$314K	0.19%	73
2018 Q3	$226K	Hold	3,836	–	–	0.09%	96
2018 Q2	$244K	Hold	3,836	–	–	0.1%	89
2018 Q1	$213K	Hold	3,836	–	–	0.09%	94
2017 Q4	$215K	Hold	3,836	–	–	0.08%	92
2017 Q3	$202K	Hold	3,836	–	–	0.08%	93
2017 Q2	$200K	Buy	+3,836	New	+$194K	0.08%	91
2017 Q1	–	Sell	-3,836	Closed	-$208K	–	93
2016 Q4	$208K	Buy	+3,836	New	+$176K	0.1%	90

Other funds holding WBS

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sky Investment Group's WBS Position: Q2 2026 in Review

Sky Investment Group held its Webster Financial (WBS) position steady in Q2 2026 at 5,036 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #124.

Sky Investment Group first reported a position in WBS in Q4 2016 and has held it in 38 quarters since. The position peaked at $498K in Q4 2019. 163 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Sky Investment Group held 5,036 shares of Webster Financial worth $385K as of Q2 2026.
Sky Investment Group left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up 0.06% of Sky Investment Group's portfolio in Q2 2026, its #124 holding.
Sky Investment Group first reported a position in Webster Financial in Q4 2016 and has held it in 38 quarters since.
Sky Investment Group's Webster Financial position peaked at $498K in Q4 2019.
163 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.