TPWA
WBS

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
Q2 		– Sell
-159
Closed -$11K – 2188
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 $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

Twin Peaks Wealth Advisors's WBS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 159 shares — an estimated $11K sold.

Twin Peaks Wealth Advisors first reported a position in WBS in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 159 Webster Financial shares in Q2 2026, an estimated $11K.
  • Twin Peaks Wealth Advisors first reported a position in Webster Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Webster Financial position peaked at $11K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.