SW
WBS icon

SlateStone Wealth’s Webster Financial WBS Stock Holding History

SlateStone Wealth’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 		– Sell
-5,206
Closed -$361K – 303
2026
Q1 		$361K Buy
5,206
+1,087
+26% +$74.4K 0.03% 239
2025
Q4 		$259K Buy
4,119
+80
+2% +$4.75K 0.02% 272
2025
Q3 		$240K Hold
4,039
– – 0.02% 266
2025
Q2 		$221K Hold
4,039
– – 0.02% 271
2025
Q1 		$208K Hold
4,039
– – 0.02% 270
2024
Q4 		$223K Buy
+4,039
New +$222K 0.02% 266
2024
Q2 		– Sell
-4,039
Closed -$205K – 298
2024
Q1 		$205K Hold
4,039
– – 0.02% 267
2023
Q4 		$205K Buy
+4,039
New +$175K 0.03% 227
2022
Q3 		– Sell
-6,084
Closed -$256K – 193
2022
Q2 		$256K Buy
6,084
+200
+3% +$9.63K 0.07% 166
2022
Q1 		$330K Buy
+5,884
New +$349K 0.07% 140

Other funds holding WBS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

SlateStone Wealth's WBS Position: Q2 2026 in Review

SlateStone Wealth sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 5,206 shares — an estimated $361K sold.

SlateStone Wealth first reported a position in WBS in Q1 2022 and held it in 10 quarters. The position peaked at $361K in Q1 2026. 73 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • SlateStone Wealth reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • SlateStone Wealth sold 5,206 Webster Financial shares in Q2 2026, an estimated $361K.
  • SlateStone Wealth first reported a position in Webster Financial in Q1 2022 and held it in 10 quarters.
  • SlateStone Wealth's Webster Financial position peaked at $361K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.