WIA
WBS

Wetzel Investment Advisors’s Webster Financial WBS Stock Holding History

Wetzel Investment 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 		$306K Hold
4,000
– – 0.11% 102
2026
Q1 		$278K Hold
4,000
– – 0.11% 108
2025
Q4 		$252K Hold
4,000
– – 0.1% 114
2025
Q3 		$238K Sell
4,000
-200
-5% -$11.9K 0.1% 118
2025
Q2 		$229K Hold
4,200
– – 0.1% 111
2025
Q1 		$217K Hold
4,200
– – 0.11% 111
2024
Q4 		$232K Buy
+4,200
New +$231K 0.12% 109
2024
Q3 		– Sell
-4,700
Closed -$239K – 886
2024
Q2 		$239K Hold
4,700
– – 0.14% 105
2024
Q1 		$213K Hold
4,700
– – 0.13% 109
2023
Q4 		$239K Buy
+4,700
New +$203K 0.15% 99

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

Wetzel Investment Advisors's WBS Position: Q2 2026 in Review

Wetzel Investment Advisors held its Webster Financial (WBS) position steady in Q2 2026 at 4,000 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #102.

Wetzel Investment Advisors first reported a position in WBS in Q4 2023 and has held it in 10 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Wetzel Investment Advisors held 4,000 shares of Webster Financial worth $306K as of Q2 2026.
  • Wetzel Investment Advisors left its Webster Financial share count unchanged in Q2 2026.
  • Webster Financial made up 0.11% of Wetzel Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Wetzel Investment Advisors first reported a position in Webster Financial in Q4 2023 and has held it in 10 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.