Wedmont Private Capital’s Webster Financial WBS Stock Holding History

Wedmont Private Capital’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	$655K	Buy	8,556 +1,066	+14%	+$77.5K	0.02%	474
2026 Q1	$537K	Buy	7,490 +165	+2%	+$11.3K	0.02%	471
2025 Q4	$473K	Sell	7,325 -223	-3%	-$13.2K	0.02%	494
2025 Q3	$454K	Buy	7,548 +215	+3%	+$12.8K	0.02%	488
2025 Q2	$432K	Sell	7,333 -281	-4%	-$14K	0.02%	469
2025 Q1	$323K	Sell	7,614 -14	-0.2%	-$779	0.02%	498
2024 Q4	$409K	Buy	7,628 +237	+3%	+$13K	0.02%	445
2024 Q3	$334K	Buy	7,391 +1,440	+24%	+$66.1K	0.02%	481
2024 Q2	$278K	Sell	5,951 -103	-2%	-$4.59K	0.02%	519
2024 Q1	$294K	Buy	6,054 +367	+6%	+$17.9K	0.02%	458
2023 Q4	$292K	Buy	+5,687	New	+$246K	0.02%	434

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

Wedmont Private Capital's WBS Position: Q2 2026 in Review

Wedmont Private Capital increased its Webster Financial (WBS) stake by 14% in Q2 2026, buying an estimated $77.5K and bringing the position to 8,556 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #474.

Wedmont Private Capital first reported a position in WBS in Q4 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Wedmont Private Capital held 8,556 shares of Webster Financial worth $655K as of Q2 2026.
Wedmont Private Capital bought 1,066 Webster Financial shares in Q2 2026, an estimated $77.5K.
Webster Financial made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #474 holding.
Wedmont Private Capital first reported a position in Webster Financial in Q4 2023 and has held it in 11 quarters since.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.