Planning Strategies Inc.’s Webster Financial WBS Stock Holding History

Planning Strategies Inc.’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	$3.13K	Buy	+41	New	+$2.98K	﹤0.01%	491

Other funds holding WBS

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Planning Strategies Inc.'s WBS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Webster Financial (WBS) in Q2 2026: 41 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings.

146 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Planning Strategies Inc. held 41 shares of Webster Financial worth $3.13K as of Q2 2026.
Webster Financial was a new Planning Strategies Inc. position in Q2 2026.
Webster Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #491 holding.
146 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.