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Twin Peaks Wealth Advisors’s Webster Financial WBS Stock Holding History

Twin Peaks Wealth 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
Q1 		$11K Buy
+159
New +$10.9K ﹤0.01% 1013
2025
Q3 		– Sell
-154
Closed -$8.89K – 2115
2025
Q2 		$8.89K Buy
+154
New +$7.68K ﹤0.01% 1004

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's WBS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Webster Financial (WBS) in Q1 2026: 159 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WBS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WBS in Q2 2025 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 159 shares of Webster Financial worth $11K as of Q1 2026.
  • Webster Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Webster Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1013 holding.
  • Twin Peaks Wealth Advisors first reported a position in Webster Financial in Q2 2025 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.