STA
WBS

Summit Trail Advisors’s Webster Financial WBS Stock Holding History

Summit Trail Advisors’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 		$801K Buy
10,483
+82
+0.8% +$5.96K 0.01% 1067
2026
Q1 		$722K Buy
10,401
+2,215
+27% +$152K 0.01% 1045
2025
Q4 		$515K Buy
8,186
+214
+3% +$12.7K 0.01% 1065
2025
Q3 		$474K Sell
7,972
-248
-3% -$14.8K 0.01% 1093
2025
Q2 		$449K Buy
+8,220
New +$410K 0.01% 772
2018
Q2 		– Sell
-3,681
Closed -$234K – 688
2018
Q1 		$234K Sell
3,681
-980
-21% -$55.4K 0.04% 338
2017
Q4 		$273K Buy
+4,661
New +$255K 0.03% 343

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

Summit Trail Advisors's WBS Position: Q2 2026 in Review

Summit Trail Advisors increased its Webster Financial (WBS) stake by 0.79% in Q2 2026, buying an estimated $5.96K and bringing the position to 10,483 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #1067.

Summit Trail Advisors first reported a position in WBS in Q4 2017 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Summit Trail Advisors held 10,483 shares of Webster Financial worth $801K as of Q2 2026.
  • Summit Trail Advisors bought 82 Webster Financial shares in Q2 2026, an estimated $5.96K.
  • Webster Financial made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1067 holding.
  • Summit Trail Advisors first reported a position in Webster Financial in Q4 2017 and has held it in 7 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.