Venturi Wealth Management’s Webster Financial WBS Stock Holding History

Venturi Wealth Management’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	$322K	Hold	4,216	–	–	0.01%	484
2026 Q1	$293K	Sell	4,216 -91	-2%	-$6.23K	0.01%	473
2025 Q4	$271K	Hold	4,307	–	–	0.01%	478
2025 Q3	$256K	Hold	4,307	–	–	0.01%	479
2025 Q2	$235K	Buy	4,307 +91	+2%	+$4.54K	0.01%	486
2025 Q1	$217K	Hold	4,216	–	–	0.01%	525
2024 Q4	$233K	Buy	4,216 +4,053	+2,487%	+$223K	0.01%	504
2024 Q3	$7.6K	Hold	163	–	–	﹤0.01%	1270
2024 Q2	$7.11K	Hold	163	–	–	﹤0.01%	1172
2024 Q1	$8.28K	Hold	163	–	–	﹤0.01%	973
2023 Q4	$8.27K	Hold	163	–	–	﹤0.01%	917
2023 Q3	$6.57K	Hold	163	–	–	﹤0.01%	898
2023 Q2	$6.15K	Hold	163	–	–	﹤0.01%	720
2023 Q1	$6.43K	Buy	+163	New	+$7.82K	﹤0.01%	787

Other funds holding WBS

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Venturi Wealth Management's WBS Position: Q2 2026 in Review

Venturi Wealth Management held its Webster Financial (WBS) position steady in Q2 2026 at 4,216 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #484.

Venturi Wealth Management first reported a position in WBS in Q1 2023 and has held it in 14 quarters since. 73 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Venturi Wealth Management held 4,216 shares of Webster Financial worth $322K as of Q2 2026.
Venturi Wealth Management left its Webster Financial share count unchanged in Q2 2026.
Webster Financial made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #484 holding.
Venturi Wealth Management first reported a position in Webster Financial in Q1 2023 and has held it in 14 quarters since.
73 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.