TPCW
WBS

TD Private Client Wealth’s Webster Financial WBS Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-20
Closed -$1.26K – 1743
2025
Q4 		$1.26K Hold
20
– – ﹤0.01% 1331
2025
Q3 		$1.19K Hold
20
– – ﹤0.01% 1314
2025
Q2 		$1.09K Buy
+20
New +$997 ﹤0.01% 1284
2022
Q1 		– Sell
-159
Closed -$8.88K – 1332
2021
Q4 		$8.88K Sell
159
-110
-41% -$6.19K ﹤0.01% 918
2021
Q3 		$14.7K Hold
269
– – ﹤0.01% 880
2021
Q2 		$14.3K Buy
+269
New +$14.9K ﹤0.01% 883

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

TD Private Client Wealth's WBS Position: Q1 2026 in Review

TD Private Client Wealth sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 20 shares — an estimated $1.26K sold.

TD Private Client Wealth first reported a position in WBS in Q2 2021 and held it in 6 quarters. The position peaked at $14.7K in Q3 2021. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • TD Private Client Wealth reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 20 Webster Financial shares in Q1 2026, an estimated $1.26K.
  • TD Private Client Wealth first reported a position in Webster Financial in Q2 2021 and held it in 6 quarters.
  • TD Private Client Wealth's Webster Financial position peaked at $14.7K in Q3 2021.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.