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CIK: 0001105837
Total reported value
$1.2B
$1.2B
682 檔
25.9%
According to the latest 13F quarterly dataset, Webster Bank, N. A. managed an equity portfolio of $1.2B at the end of Q1 2026, spanning 682 distinct U.S. exchange-listed positions.
In Q1 2026, Webster Bank, N. A. displayed an active expansion posture, initiating 22 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 682 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.36% | +0.25% | -3.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.91% | +0.51% | -2.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.95% | +0.07% | -1.12% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.53% | +0.06% | -3.28% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.53% | +0.33% | -2.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.24% | +1.34% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.43% | -0.01% | +53.32% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.12% | +2.74% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | -0.06% | -1.42% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.37% | -0.12% | +3.39% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.02% | -0.38% | +0.68% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.00% | -0.07% | -2.62% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.98% | -0.05% | +18.36% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.06% | -0.39% | |
| 15 | GVI | Ishares Intermediate Governm | ETF-Other | 1.54% | -0.03% | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.51% | -0.08% | +1.15% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.19% | +0.01% | -1.52% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.03% | -1.94% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.21% | -0.31% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | — | -0.84% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | -0.05% | +4.55% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.02% | +0.03% | +11.76% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.01% | -0.12% | -1.12% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.07% | +0.54% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.94% | +0.06% | +11.47% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.11% | -0.99% | |
| 27 | FAST | Fastenal Co | Stock-Industrials | 0.83% | -0.09% | -3.66% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.83% | -0.08% | +0.46% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.25% | -2.23% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.15% | -2.87% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.78% | -0.10% | -1.38% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | +0.04% | -0.16% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.75% | — | +36.67% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | +0.19% | +0.89% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.20% | -5.43% | |
| 36 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.70% | +0.03% | +55.17% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.66% | +0.53% | +1.55% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.09% | -1.75% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | -0.07% | -5.16% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.07% | -0.14% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.06% | +2.44% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.17% | -0.77% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.56% | +0.03% | +9.02% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.18% | -0.42% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.03% | -0.99% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.50% | -0.05% | +1.81% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.25% | -1.07% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.03% | +18.33% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.14% | +2.59% | |
| 50 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.44% | -0.01% | +15.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.9% | +53.32% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +18.36% | Add |
| 3 | CEG | Constellation Energy | +0.3% | +6404.23% | Add |
| 4 | BSCS | Invesco Bulletshares 2028 Cb | +0.3% | +55.17% | Add |
| 5 | BSCT | Invesco Bulletshares 2029 Cb | +0.3% | +231.93% | Add |
| 6 | WMT | Walmart Inc | +0.2% | +0.68% | Add |
| 7 | PANW | Palo Alto Networks Inc | +0.2% | +1529.97% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | +36.67% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | -0.77% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.2% | +0.54% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | -0.31% | Trim |
| 12 | CAT | Caterpillar Inc | +0.2% | -2.23% | Trim |
| 13 | LRCX | Lam Research CORP | +0.1% | +1.55% | Add |
| 14 | DFAS | Dimensional US Small Cap ETF | +0.1% | +11.76% | Add |
| 15 | CVX | Chevron CORP | +0.1% | +2.59% | Add |
| 16 | AVEM | Avantis Emerging Markets Eq | +0.1% | +2213.87% | Add |
| 17 | BKR | Baker Hughes Co | +0.1% | +1.31% | Add |
| 18 | EEM | Ishares Msci Emerging Market | +0.1% | +98.34% | Add |
| 19 | IWD | Ishares Russell 1000 Value E | +0.1% | +11.47% | Add |
| 20 | VTIP | Vanguard Short-term Tips | +0.1% | +3.39% | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | +0.89% | Add |
| 22 | GLW | Corning Inc | +0.1% | +9.73% | Add |
| 23 | FAST | Fastenal Co | +0.1% | -3.66% | Trim |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.55% | Add |
| 25 | HYLB | Xtrackers Usd High Yield Cor | +0.1% | +1664.99% | Add |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | +18.33% | Add |
| 27 | EQIX | Equinix Inc | +0.1% | +1.69% | Add |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +15.56% | Add |
| 29 | ICVT | Ishares Convertible Bond ETF | +0.1% | +1320.94% | Add |
| 30 | LMT | Lockheed Martin CORP | +0.1% | +18.88% | Add |
| 31 | HON | Honeywell International Inc | +0.1% | -1.09% | Trim |
| 32 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +13.70% | Add |
| 33 | PFFD | Global X US Preferred ETF | +0.1% | +3294.32% | Add |
| 34 | JPST | Jpmorgan Ultra-short Income | +0.1% | +9.02% | Add |
| 35 | XLE | Ss Energy Select Sector | +0.1% | +242.49% | Add |
| 36 | IJS | Ishares S&p Small-cap 600 Va | 0% | +162.18% | Add |
| 37 | VTV | Vanguard Value ETF | 0% | +10.50% | Add |
| 38 | DE | Deere & Co | 0% | — | Unchanged |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +52.62% | Add |
| 40 | WM | Waste Management Inc | 0% | +1.77% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 42 | GD | General Dynamics CORP | 0% | +1.81% | Add |
| 43 | XPO | Xpo Inc | 0% | — | Unchanged |
| 44 | NEE | Nextera Energy Inc | 0% | +3.53% | Add |
| 45 | SYK | Stryker CORP | 0% | +323.11% | Add |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +7.53% | Add |
| 47 | CATH | Global X S&p 500 Ca Val ETF | 0% | +152.86% | Add |
| 48 | BSMS | Invesco Bulletshares 2028 Mb | 0% | +33.24% | Add |
| 49 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 50 | PRF | Invesco Rafi US 1000 ETF | 0% | +89.35% | Add |
According to official SEC Form 13F filings, Webster Bank, N. A. reported a total U.S. public equity portfolio value of $1.2B across 682 disclosed positions in Q1 2026.
During Q1 2026, Webster Bank, N. A.'s top holdings by market value included SPY (8.4%)、VOO (7.9%)、AAPL (5.0%). The largest single position, SPY, represented 8.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, AAPL) accounted for 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
UAN
市值: $380.0K
Top Position Liquidated / Trimmed
AZNN
前期市值: $97.6K
In Q1 2026, Webster Bank, N. A. made 177 total portfolio adjustments, initiating 22 new buys, adding to 86 positions, trimming 67 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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