TPI
WBS

Trust Point Inc’s Webster Financial WBS Stock Holding History

Trust Point Inc’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 		$202K Buy
+2,646
New +$192K 0.02% 455
2025
Q1 		– Sell
-5,983
Closed -$330K – 568
2024
Q4 		$330K Buy
+5,983
New +$329K 0.02% 396
2024
Q2 		– Sell
-4,835
Closed -$245K – 535
2024
Q1 		$245K Buy
4,835
+523
+12% +$25.6K 0.02% 455
2023
Q4 		$219K Buy
+4,312
New +$186K 0.02% 464

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

Trust Point Inc's WBS Position: Q2 2026 in Review

Trust Point Inc opened a new position in Webster Financial (WBS) in Q2 2026: 2,646 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: Trust Point Inc previously reported a position in WBS as recently as Q4 2024.

Trust Point Inc first reported a position in WBS in Q4 2023 and has held it in 4 quarters since. The position peaked at $330K in Q4 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Trust Point Inc held 2,646 shares of Webster Financial worth $202K as of Q2 2026.
  • Webster Financial was a new Trust Point Inc position in Q2 2026.
  • Webster Financial made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #455 holding.
  • Trust Point Inc first reported a position in Webster Financial in Q4 2023 and has held it in 4 quarters since.
  • Trust Point Inc's Webster Financial position peaked at $330K in Q4 2024.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.