Tompkins Financial’s Webster Financial WBS Stock Holding History

Tompkins Financial’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	$1.93M	Sell	25,262 -25,857	-51%	-$1.88M	0.14%	84
2026 Q1	$3.55M	Sell	51,119 -44,420	-46%	-$3.04M	0.28%	58
2025 Q4	$6.01M	Hold	95,539	–	–	0.47%	52
2025 Q3	$5.68M	Hold	95,539	–	–	0.47%	50
2025 Q2	$5.22M	Sell	95,539 -9,436	-9%	-$470K	0.48%	51
2025 Q1	$5.41M	Hold	104,975	–	–	0.52%	51
2024 Q4	$5.8M	Sell	104,975 -8,533	-8%	-$469K	0.54%	47
2024 Q3	$5.29M	Buy	113,508 +88,246	+349%	+$4.05M	0.51%	47
2024 Q2	$1.1M	Hold	25,262	–	–	0.12%	83
2024 Q1	$1.28M	Buy	25,262 +100	+0.4%	+$4.89K	0.15%	81
2023 Q4	$1.28M	Hold	25,162	–	–	0.15%	77
2023 Q3	$1.01M	Hold	25,162	–	–	0.16%	76
2023 Q2	$950K	Hold	25,162	–	–	0.15%	80
2023 Q1	$992K	Hold	25,162	–	–	0.16%	82
2022 Q4	$1.19M	Hold	25,162	–	–	0.19%	78
2022 Q3	$1.14M	Hold	25,162	–	–	0.19%	78
2022 Q2	$1.06M	Hold	25,162	–	–	0.17%	82
2022 Q1	$1.41M	Buy	+25,162	New	+$1.49M	0.2%	78
2021 Q1	–	Sell	-15	Closed	-$1K	–	543
2020 Q4	$1K	Buy	+15	New	+$541	﹤0.01%	512
2016 Q3	–	Sell	-390	Closed	-$13K	–	494
2016 Q2	$13K	Buy	+390	New	+$14.2K	﹤0.01%	371

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tompkins Financial's WBS Position: Q2 2026 in Review

Tompkins Financial reduced its Webster Financial (WBS) stake by 51% in Q2 2026, selling an estimated $1.88M and leaving 25,262 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #84.

Tompkins Financial first reported a position in WBS in Q2 2016 and has held it in 20 quarters since. The position peaked at $6.01M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Tompkins Financial held 25,262 shares of Webster Financial worth $1.93M as of Q2 2026.
Tompkins Financial sold 25,857 Webster Financial shares in Q2 2026, an estimated $1.88M.
Webster Financial made up 0.14% of Tompkins Financial's portfolio in Q2 2026, its #84 holding.
Tompkins Financial first reported a position in Webster Financial in Q2 2016 and has held it in 20 quarters since.
Tompkins Financial's Webster Financial position peaked at $6.01M in Q4 2025.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.