WT
WBS

Whittier Trust’s Webster Financial WBS Stock Holding History

Whittier Trust’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 		$275K Sell
3,547
-1,310
-27% -$95.3K ﹤0.01% 577
2026
Q1 		$341K Sell
4,857
-210,172
-98% -$14.4M ﹤0.01% 494
2025
Q4 		$14.1M Buy
215,029
+6,537
+3% +$388K 0.15% 112
2025
Q3 		$12.4M Buy
208,492
+56,341
+37% +$3.36M 0.14% 129
2025
Q2 		$8.31M Buy
152,151
+3,007
+2% +$150K 0.1% 162
2025
Q1 		$7.69M Buy
149,144
+3,750
+3% +$209K 0.11% 162
2024
Q4 		$8.03M Buy
145,394
+6,709
+5% +$369K 0.11% 160
2024
Q3 		$6.46M Buy
138,685
+138,438
+56,048% +$6.35M 0.09% 182
2024
Q2 		$10.8K Hold
247
– – ﹤0.01% 1240
2024
Q1 		$12.5K Hold
247
– – ﹤0.01% 1233
2023
Q4 		$12.5K Hold
247
– – ﹤0.01% 1192
2023
Q3 		$9.96K Hold
247
– – ﹤0.01% 1261
2023
Q2 		$9.32K Sell
247
-327
-57% -$12.1K ﹤0.01% 1282
2023
Q1 		$22.6K Hold
574
– – ﹤0.01% 1129
2022
Q4 		$27.2K Hold
574
– – ﹤0.01% 1082
2022
Q3 		$26K Hold
574
– – ﹤0.01% 1115
2022
Q2 		$24K Hold
574
– – ﹤0.01% 1127
2022
Q1 		$32K Buy
+574
New +$34.1K ﹤0.01% 1085
2017
Q1 		– Sell
-2,253
Closed -$122K – 1386
2016
Q4 		$122K Buy
2,253
+53
+2% +$2.43K 0.01% 546
2016
Q3 		$84K Hold
2,200
– – ﹤0.01% 612
2016
Q2 		$75K Hold
2,200
– – ﹤0.01% 649
2016
Q1 		$79K Hold
2,200
– – ﹤0.01% 633
2015
Q4 		$82K Buy
+2,200
New +$83.3K ﹤0.01% 628

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

Whittier Trust's WBS Position: Q2 2026 in Review

Whittier Trust reduced its Webster Financial (WBS) stake by 27% in Q2 2026, selling an estimated $95.3K and leaving 3,547 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Whittier Trust first reported a position in WBS in Q4 2015 and has held it in 23 quarters since. The position peaked at $14.1M in Q4 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Whittier Trust held 3,547 shares of Webster Financial worth $275K as of Q2 2026.
  • Whittier Trust sold 1,310 Webster Financial shares in Q2 2026, an estimated $95.3K.
  • Webster Financial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #577 holding.
  • Whittier Trust first reported a position in Webster Financial in Q4 2015 and has held it in 23 quarters since.
  • Whittier Trust's Webster Financial position peaked at $14.1M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.