Wealth Effects’s Webster Financial WBS Stock Holding History

Wealth Effects’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	$223K	Sell	2,920 -131	-4%	-$9.53K	0.06%	229
2026 Q1	$212K	Buy	+3,051	New	+$209K	0.08%	210

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Effects's WBS Position: Q2 2026 in Review

Wealth Effects reduced its Webster Financial (WBS) stake by 4.3% in Q2 2026, selling an estimated $9.53K and leaving 2,920 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #229.

Wealth Effects first reported a position in WBS in Q1 2026 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Wealth Effects held 2,920 shares of Webster Financial worth $223K as of Q2 2026.
Wealth Effects sold 131 Webster Financial shares in Q2 2026, an estimated $9.53K.
Webster Financial made up 0.06% of Wealth Effects's portfolio in Q2 2026, its #229 holding.
Wealth Effects first reported a position in Webster Financial in Q1 2026 and has held it in 2 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.