SAM
WBS

Smartleaf Asset Management’s Webster Financial WBS Stock Holding History

Smartleaf 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 		$364K Hold
4,783
– – 0.01% 636
2026
Q1 		$325K Buy
4,783
+939
+24% +$64.3K 0.01% 638
2025
Q4 		$244K Buy
3,844
+305
+9% +$18.1K 0.01% 726
2025
Q3 		$211K Buy
3,539
+1,861
+111% +$111K 0.01% 712
2025
Q2 		$91.9K Sell
1,678
-858
-34% -$42.8K 0.01% 899
2025
Q1 		$129K Buy
2,536
+434
+21% +$24.1K 0.01% 730
2024
Q4 		$115K Buy
2,102
+674
+47% +$37K 0.01% 781
2024
Q3 		$66.3K Buy
1,428
+780
+120% +$35.8K 0.01% 825
2024
Q2 		$26.9K Sell
648
-3,394
-84% -$151K ﹤0.01% 925
2024
Q1 		$205K Buy
4,042
+3,219
+391% +$157K 0.04% 351
2023
Q4 		$42.4K Buy
+823
New +$35.6K 0.01% 561

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Smartleaf Asset Management held its Webster Financial (WBS) position steady in Q2 2026 at 4,783 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #636.

Smartleaf Asset Management first reported a position in WBS in Q4 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Smartleaf Asset Management held 4,783 shares of Webster Financial worth $364K as of Q2 2026.
  • Smartleaf Asset Management left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #636 holding.
  • Smartleaf Asset Management first reported a position in Webster Financial in Q4 2023 and has held it in 11 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.