SAS
WBS

Spurstone Advisory Services’s Webster Financial WBS Stock Holding History

Spurstone Advisory Services’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 		$84.6K Hold
1,104
– – 1.16% 15
2026
Q1 		$76.6K Hold
1,104
– – 1.31% 13
2025
Q4 		$69.5K Hold
1,104
– – 1.09% 15
2025
Q3 		$65.6K Hold
1,104
– – 0.94% 21
2025
Q2 		$60.3K Hold
1,104
– – 0.91% 19
2025
Q1 		$56.9K Hold
1,104
– – 1.11% 15
2024
Q4 		$61K Buy
+1,104
New +$60.6K 1.16% 17

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

Spurstone Advisory Services's WBS Position: Q2 2026 in Review

Spurstone Advisory Services held its Webster Financial (WBS) position steady in Q2 2026 at 1,104 shares worth $84.6K. The position accounts for 1.16% of the portfolio, ranked #15.

Spurstone Advisory Services first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Spurstone Advisory Services held 1,104 shares of Webster Financial worth $84.6K as of Q2 2026.
  • Spurstone Advisory Services left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 1.16% of Spurstone Advisory Services's portfolio in Q2 2026, its #15 holding.
  • Spurstone Advisory Services first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.