TWD
WBS

True Wealth Design’s Webster Financial WBS Stock Holding History

True Wealth Design’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 		$5.35K Sell
70
-60
-46% -$4.36K ﹤0.01% 1297
2026
Q1 		$9.03K Buy
130
+50
+63% +$3.42K ﹤0.01% 1004
2025
Q4 		$5.04K Sell
80
-190
-70% -$11.3K ﹤0.01% 1084
2025
Q3 		$16K Buy
270
+186
+221% +$11.1K ﹤0.01% 684
2025
Q2 		$4.59K Sell
84
-534
-86% -$26.6K ﹤0.01% 842
2025
Q1 		$31.9K Buy
+618
New +$34.4K 0.01% 265

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

True Wealth Design's WBS Position: Q2 2026 in Review

True Wealth Design reduced its Webster Financial (WBS) stake by 46% in Q2 2026, selling an estimated $4.36K and leaving 70 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

True Wealth Design first reported a position in WBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.9K in Q1 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • True Wealth Design held 70 shares of Webster Financial worth $5.35K as of Q2 2026.
  • True Wealth Design sold 60 Webster Financial shares in Q2 2026, an estimated $4.36K.
  • Webster Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1297 holding.
  • True Wealth Design first reported a position in Webster Financial in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Webster Financial position peaked at $31.9K in Q1 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.