UCFA
WBS

United Capital Financial Advisors’s Webster Financial WBS Stock Holding History

United Capital 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 		$433K Buy
5,668
+41
+0.7% +$2.98K ﹤0.01% 1192
2026
Q1 		$391K Sell
5,627
-2,608
-32% -$179K ﹤0.01% 1197
2025
Q4 		$518K Sell
8,235
-1,353
-14% -$80.3K ﹤0.01% 944
2025
Q3 		$570K Buy
+9,588
New +$571K ﹤0.01% 824

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

United Capital Financial Advisors's WBS Position: Q2 2026 in Review

United Capital Financial Advisors increased its Webster Financial (WBS) stake by 0.73% in Q2 2026, buying an estimated $2.98K and bringing the position to 5,668 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

United Capital Financial Advisors first reported a position in WBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $570K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • United Capital Financial Advisors held 5,668 shares of Webster Financial worth $433K as of Q2 2026.
  • United Capital Financial Advisors bought 41 Webster Financial shares in Q2 2026, an estimated $2.98K.
  • Webster Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1192 holding.
  • United Capital Financial Advisors first reported a position in Webster Financial in Q3 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Webster Financial position peaked at $570K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

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