WB
ARDC

Webster Bank’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Webster Bank’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32K Hold
2,531
– – ﹤0.01% 420
2026
Q1 		$30.8K Hold
2,531
– – ﹤0.01% 422
2025
Q4 		$33.7K Hold
2,531
– – ﹤0.01% 401
2025
Q3 		$35.6K Hold
2,531
– – ﹤0.01% 395
2025
Q2 		$36K Hold
2,531
– – ﹤0.01% 393
2025
Q1 		$35.7K Hold
2,531
– – ﹤0.01% 381
2024
Q4 		$38.2K Hold
2,531
– – ﹤0.01% 382
2024
Q3 		$38.7K Hold
2,531
– – ﹤0.01% 384
2024
Q2 		$37.7K Hold
2,531
– – ﹤0.01% 383
2024
Q1 		$36K Hold
2,531
– – ﹤0.01% 385
2023
Q4 		$34.8K Hold
2,531
– – ﹤0.01% 388
2023
Q3 		$32.6K Hold
2,531
– – ﹤0.01% 372
2023
Q2 		$31.2K Hold
2,531
– – ﹤0.01% 371
2023
Q1 		$30.3K Hold
2,531
– – ﹤0.01% 380
2022
Q4 		$29K Hold
2,531
– – ﹤0.01% 378
2022
Q3 		$30K Hold
2,531
– – ﹤0.01% 367
2022
Q2 		$31K Hold
2,531
– – ﹤0.01% 362
2022
Q1 		$37K Hold
2,531
– – ﹤0.01% 367
2021
Q4 		$41K Hold
2,531
– – ﹤0.01% 366
2021
Q3 		$41K Hold
2,531
– – ﹤0.01% 356
2021
Q2 		$41K Buy
2,531
+1,338
+112% +$20.9K ﹤0.01% 349
2021
Q1 		$18K Hold
1,193
– – ﹤0.01% 423
2020
Q4 		$17K Hold
1,193
– – ﹤0.01% 417
2020
Q3 		$15K Hold
1,193
– – ﹤0.01% 395
2020
Q2 		$14K Hold
1,193
– – ﹤0.01% 386
2020
Q1 		$13K Hold
1,193
– – ﹤0.01% 384
2019
Q4 		$18K Hold
1,193
– – ﹤0.01% 405
2019
Q3 		$18K Buy
+1,193
New +$18K ﹤0.01% 398

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Webster Bank's ARDC Position: Q2 2026 in Review

Webster Bank held its Are Dynamic Credit Allocation Fund (ARDC) position steady in Q2 2026 at 2,531 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Webster Bank first reported a position in ARDC in Q3 2019 and has held it in 28 quarters since. The position peaked at $41K in Q4 2021. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Webster Bank held 2,531 shares of Are Dynamic Credit Allocation Fund worth $32K as of Q2 2026.
  • Webster Bank left its Are Dynamic Credit Allocation Fund share count unchanged in Q2 2026.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #420 holding.
  • Webster Bank first reported a position in Are Dynamic Credit Allocation Fund in Q3 2019 and has held it in 28 quarters since.
  • Webster Bank's Are Dynamic Credit Allocation Fund position peaked at $41K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.