WB
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Webster Bank’s Morgan Stanley MS Stock Holding History

Webster Bank’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860K Buy
4,114
+418
+11% +$82.8K 0.07% 139
2026
Q1 		$608K Hold
3,696
– – 0.06% 153
2025
Q4 		$656K Sell
3,696
-11
-0.3% -$1.83K 0.06% 143
2025
Q3 		$589K Sell
3,707
-225
-6% -$33.2K 0.06% 148
2025
Q2 		$554K Sell
3,932
-391
-9% -$48K 0.06% 151
2025
Q1 		$504K Hold
4,323
– – 0.06% 156
2024
Q4 		$543K Buy
4,323
+976
+29% +$120K 0.06% 151
2024
Q3 		$349K Buy
3,347
+356
+12% +$35.9K 0.04% 174
2024
Q2 		$291K Buy
2,991
+600
+25% +$57.1K 0.03% 184
2024
Q1 		$225K Sell
2,391
-208
-8% -$18.3K 0.03% 202
2023
Q4 		$242K Buy
2,599
+2,433
+1,466% +$195K 0.03% 194
2023
Q3 		$13.6K Buy
166
+102
+159% +$8.86K ﹤0.01% 441
2023
Q2 		$5.47K Sell
64
-2
-3% -$171 ﹤0.01% 501
2023
Q1 		$5.79K Buy
66
+13
+25% +$1.21K ﹤0.01% 511
2022
Q4 		$5K Buy
+53
New +$4.52K ﹤0.01% 495
2021
Q3 		– Sell
-36
Closed -$3K – 549
2021
Q2 		$3K Hold
36
– – ﹤0.01% 503
2021
Q1 		$3K Hold
36
– – ﹤0.01% 521
2020
Q4 		$2K Sell
36
-1,046
-97% -$60K ﹤0.01% 518
2020
Q3 		$52K Hold
1,082
– – 0.01% 296
2020
Q2 		$52K Buy
+1,082
New +$45.4K 0.01% 290

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Webster Bank's MS Position: Q2 2026 in Review

Webster Bank increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $82.8K and bringing the position to 4,114 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #139.

Webster Bank first reported a position in MS in Q2 2020 and has held it in 20 quarters since. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Webster Bank held 4,114 shares of Morgan Stanley worth $860K as of Q2 2026.
  • Webster Bank bought 418 Morgan Stanley shares in Q2 2026, an estimated $82.8K.
  • Morgan Stanley made up 0.07% of Webster Bank's portfolio in Q2 2026, its #139 holding.
  • Webster Bank first reported a position in Morgan Stanley in Q2 2020 and has held it in 20 quarters since.
  • 961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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