SWM
WBS

Spire Wealth Management’s Webster Financial WBS Stock Holding History

Spire 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 		– Sell
-339
Closed -$23.5K – 2381
2026
Q1 		$23.5K Hold
339
– – ﹤0.01% 1379
2025
Q4 		$21.3K Hold
339
– – ﹤0.01% 1460
2025
Q3 		$20.1K Hold
339
– – ﹤0.01% 1529
2025
Q2 		$18.5K Hold
339
– – ﹤0.01% 1538
2025
Q1 		$17.5K Hold
339
– – ﹤0.01% 1652
2024
Q4 		$18.7K Hold
339
– – ﹤0.01% 1645
2024
Q3 		$15.8K Sell
339
-265
-44% -$12.2K ﹤0.01% 1508
2024
Q2 		$26.3K Sell
604
-3
-0.5% -$134 ﹤0.01% 1346
2024
Q1 		$30.8K Hold
607
– – ﹤0.01% 1376
2023
Q4 		$30.5K Buy
607
+268
+79% +$11.6K ﹤0.01% 1374
2023
Q3 		$13.7K Hold
339
– – ﹤0.01% 1637
2023
Q2 		$12.8K Hold
339
– – ﹤0.01% 1732
2023
Q1 		$13.4K Hold
339
– – ﹤0.01% 1759
2022
Q4 		$16K Hold
339
– – ﹤0.01% 1469
2022
Q3 		$15K Hold
339
– – ﹤0.01% 1453
2022
Q2 		$14K Hold
339
– – ﹤0.01% 1814
2022
Q1 		$19K Buy
+339
New +$20.1K ﹤0.01% 1842

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

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

Spire Wealth Management sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 339 shares — an estimated $23.5K sold.

Spire Wealth Management first reported a position in WBS in Q1 2022 and held it in 17 quarters. The position peaked at $30.8K in Q1 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Spire Wealth Management reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 339 Webster Financial shares in Q2 2026, an estimated $23.5K.
  • Spire Wealth Management first reported a position in Webster Financial in Q1 2022 and held it in 17 quarters.
  • Spire Wealth Management's Webster Financial position peaked at $30.8K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.