SPI
WBS

Sutton Place Investors’s Webster Financial WBS Stock Holding History

Sutton Place Investors’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 		$881K Hold
11,525
– – 0.43% 57
2026
Q1 		$800K Sell
11,525
-372
-3% -$25.5K 0.44% 61
2025
Q4 		$749K Sell
11,897
-98
-0.8% -$5.82K 0.41% 59
2025
Q3 		$713K Sell
11,995
-200
-2% -$11.9K 0.41% 57
2025
Q2 		$666K Sell
12,195
-589
-5% -$29.4K 0.4% 60
2025
Q1 		$659K Sell
12,784
-2,115
-14% -$118K 0.44% 55
2024
Q4 		$823K Buy
14,899
+5,529
+59% +$304K 0.48% 56
2024
Q3 		$437K Sell
9,370
-489
-5% -$22.4K 0.27% 81
2024
Q2 		$430K Sell
9,859
-28
-0.3% -$1.25K 0.29% 74
2024
Q1 		$502K Buy
9,887
+2,151
+28% +$105K 0.25% 103
2023
Q4 		$393K Buy
7,736
+19
+0.2% +$821 0.28% 93
2023
Q3 		$311K Sell
7,717
-8
-0.1% -$340 0.4% 51
2023
Q2 		$292K Sell
7,725
-4
-0.1% -$148 0.41% 51
2023
Q1 		$305K Buy
7,729
+375
+5% +$18K 0.41% 45
2022
Q4 		$348K Sell
7,354
-4
-0.1% -$200 0.5% 41
2022
Q3 		$333K Buy
7,358
+34
+0.5% +$1.57K 0.5% 40
2022
Q2 		$309K Sell
7,324
-28
-0.4% -$1.35K 0.45% 46
2022
Q1 		$368K Buy
+7,352
New +$436K 0.44% 49

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

Sutton Place Investors's WBS Position: Q2 2026 in Review

Sutton Place Investors held its Webster Financial (WBS) position steady in Q2 2026 at 11,525 shares worth $881K. The position accounts for 0.43% of the portfolio, ranked #57.

Sutton Place Investors first reported a position in WBS in Q1 2022 and has held it in 18 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Sutton Place Investors held 11,525 shares of Webster Financial worth $881K as of Q2 2026.
  • Sutton Place Investors left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.43% of Sutton Place Investors's portfolio in Q2 2026, its #57 holding.
  • Sutton Place Investors first reported a position in Webster Financial in Q1 2022 and has held it in 18 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.