YHB Investment Advisors’s Webster Financial WBS Stock Holding History

YHB 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	$267K	Buy	+3,490	New	+$254K	0.02%	283
2020 Q1	–	Sell	-4,181	Closed	-$223K	–	187
2019 Q4	$223K	Sell	4,181 -558	-12%	-$26.8K	0.03%	177
2019 Q3	$222K	Sell	4,739 -80	-2%	-$3.78K	0.03%	180
2019 Q2	$230K	Hold	4,819	–	–	0.04%	176
2019 Q1	$244K	Buy	4,819 +571	+13%	+$30.9K	0.04%	172
2018 Q4	$209K	Hold	4,248	–	–	0.04%	171
2018 Q3	$250K	Hold	4,248	–	–	0.04%	172
2018 Q2	$271K	Sell	4,248 -200	-4%	-$12.5K	0.04%	164
2018 Q1	$246K	Hold	4,448	–	–	0.04%	166
2017 Q4	$250K	Sell	4,448 -240	-5%	-$13.1K	0.04%	171
2017 Q3	$246K	Hold	4,688	–	–	0.04%	166
2017 Q2	$245K	Hold	4,688	–	–	0.04%	165
2017 Q1	$238K	Sell	4,688 -212	-4%	-$11.3K	0.05%	163
2016 Q4	$266K	Buy	+4,900	New	+$225K	0.06%	151
2015 Q3	–	Sell	-5,154	Closed	-$204K	–	168
2015 Q2	$204K	Buy	+5,154	New	+$194K	0.04%	166
2014 Q2	–	Sell	-6,628	Closed	-$206K	–	154
2014 Q1	$206K	Buy	+6,628	New	+$204K	0.05%	147

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

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

YHB Investment Advisors opened a new position in Webster Financial (WBS) in Q2 2026: 3,490 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in WBS as recently as Q4 2019.

YHB Investment Advisors first reported a position in WBS in Q1 2014 and has held it in 16 quarters since. The position peaked at $271K in Q2 2018. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

YHB Investment Advisors held 3,490 shares of Webster Financial worth $267K as of Q2 2026.
Webster Financial was a new YHB Investment Advisors position in Q2 2026.
Webster Financial made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #283 holding.
YHB Investment Advisors first reported a position in Webster Financial in Q1 2014 and has held it in 16 quarters since.
YHB Investment Advisors's Webster Financial position peaked at $271K in Q2 2018.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.