SHIM
WBS

Stone House Investment Management’s Webster Financial WBS Stock Holding History

Stone House Investment 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 		$841 Buy
11
+9
+450% +$655 ﹤0.01% 917
2026
Q1 		$139 Hold
2
– – ﹤0.01% 985
2025
Q4 		$126 Hold
2
– – ﹤0.01% 824
2025
Q3 		$119 Buy
+2
New +$119 ﹤0.01% 715

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

Stone House Investment Management's WBS Position: Q2 2026 in Review

Stone House Investment Management increased its Webster Financial (WBS) stake by 450% in Q2 2026, buying an estimated $655 and bringing the position to 11 shares worth $841. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Stone House Investment Management first reported a position in WBS in Q3 2025 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Stone House Investment Management held 11 shares of Webster Financial worth $841 as of Q2 2026.
  • Stone House Investment Management bought 9 Webster Financial shares in Q2 2026, an estimated $655.
  • Webster Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #917 holding.
  • Stone House Investment Management first reported a position in Webster Financial in Q3 2025 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.