TFA
WBS

Transamerica Financial Advisors’s Webster Financial WBS Stock Holding History

Transamerica Financial 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 		$534 Buy
7
+1
+17% +$73 ﹤0.01% 1674
2026
Q1 		$416 Buy
+6
New +$411 ﹤0.01% 1507

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

Transamerica Financial Advisors's WBS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Webster Financial (WBS) stake by 17% in Q2 2026, buying an estimated $73 and bringing the position to 7 shares worth $534. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Transamerica Financial Advisors first reported a position in WBS in Q1 2026 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Transamerica Financial Advisors held 7 shares of Webster Financial worth $534 as of Q2 2026.
  • Transamerica Financial Advisors bought 1 Webster Financial share in Q2 2026, an estimated $73.
  • Webster Financial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1674 holding.
  • Transamerica Financial Advisors first reported a position in Webster Financial in Q1 2026 and has held it in 2 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.