WPA
WBS

Wealth Preservation Advisors’s Webster Financial WBS Stock Holding History

Wealth Preservation 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
-38
Closed -$2.64K – 938
2026
Q1 		$2.64K Buy
38
+9
+31% +$616 ﹤0.01% 562
2025
Q4 		$1.82K Hold
29
– – ﹤0.01% 530
2025
Q3 		$1.72K Sell
29
-3
-9% -$179 ﹤0.01% 514
2025
Q2 		$1.75K Hold
32
– – ﹤0.01% 504
2025
Q1 		$1.65K Buy
+32
New +$1.78K ﹤0.01% 491

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

Wealth Preservation Advisors's WBS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 38 shares — an estimated $2.64K sold.

Wealth Preservation Advisors first reported a position in WBS in Q1 2025 and held it in 5 quarters. The position peaked at $2.64K in Q1 2026. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 38 Webster Financial shares in Q2 2026, an estimated $2.64K.
  • Wealth Preservation Advisors first reported a position in Webster Financial in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Webster Financial position peaked at $2.64K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.