Arkolith/Funds/Webster Bank, N. A.

Webster Bank, N. A.

CIK 1105837Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Webster Bank, N. A. holds a diversified book of 698 reported positions worth $1.2B as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Invesco Bulletshares 2031 CB and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the reported non-option book.

Webster Bank, N. A. files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
41%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

50% mapped to company sectors

ETFs / funds
49%
Information Technology
21%
Financials
8%
Consumer Discretionary
7%
Industrials
6%
Health Care
4%
Materials
1%
Utilities
1%

+5 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Webster Bank, N. A.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.10 / 80$4.5B
Prospect Hill Management, LLC11 / 80$247.5M
Hoffman, Alan N Investment Management10 / 80$162.2M
Swiss Re Ltd44 / 80$1.0B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Draper Asset Management, LLC9 / 80$172.3M
9823 Capital, L.P.10 / 80$128.7M

Ranked by the share of each fund's own book sitting in the names it shares with Webster Bank, N. A.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

698 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$99.3M132.9K
8.6%
−2.1%
Reduced · −3K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$97.1M141.3K
8.4%
+1.1%
Added · +2K sh
3Apple Inc
COM
$57.9M200.0K
5.0%
−3.0%
Reduced · −6K sh
4Alphabet Inc
CAP STK CL A
$44.5M124.5K
3.9%
−3.9%
Reduced · −5K sh
5Nvidia Corporation
COM
$41.4M206.8K
3.6%
−3.3%
Reduced · −7K sh
6Amazon Com Inc
COM
$29.4M123.4K
2.6%
~0%
Added · +53 sh
7Ishares TR
CORE US AGGBD ET
$27.9M281.7K
2.4%
+8.8%
Added · +23K sh
8JPMorgan Chase & Co
COM
$27.4M83.6K
2.4%
−4.1%
Reduced · −4K sh
9Vanguard Malvern FDS
STRM INFPROIDX
$25.9M516.1K
2.2%
+2.8%
Added · +14K sh
10Microsoft Corp
COM
$25.8M69.1K
2.2%
−2.3%
Reduced · −2K sh
11Wisdomtree TR
FLOATNG RAT TREA
$22.3M442.6K
1.9%
+5.7%
Added · +24K sh
12Ishares TR
CORE MSCI EAFE
$22.2M229.8K
1.9%
−0.5%
Reduced · −1K sh
13Walmart Inc
COM
$18.9M167.1K
1.6%
−2.7%
Reduced · −5K sh
14Ishares TR
CORE S&P500 ETF
$18.7M25.0K
1.6%
−0.9%
Reduced · −235 sh
15Ishares TR
INTRM GOV CR ETF
$17.4M163.8K
1.5%
+7.4%
Added · +11K sh
16Janus Detroit STR TR
HENDRSON AAA CL
$16.5M326.5K
1.4%
+3.0%
Added · +9K sh
17Abbvie Inc
COM
$13.8M54.9K
1.2%
−4.8%
Reduced · −3K sh
18Lam Research Corp
COM NEW
$13.7M31.6K
1.2%
−3.0%
Reduced · −976 sh
19Vanguard Index FDS
TOTAL STK MKT
$13.5M36.5K
1.2%
−2.7%
Reduced · −1K sh
20Visa Inc
COM CL A
$12.5M36.4K
1.1%
−3.2%
Reduced · −1K sh
21Caterpillar Inc
COM
$12.3M11.6K
1.1%
−5.0%
Reduced · −610 sh
22Dimensional ETF Trust
US SMALL CAP ETF
$12.2M147.6K
1.1%
−2.2%
Reduced · −3K sh
23Ishares Inc
CORE MSCI EMKT
$11.7M141.0K
1.0%
−12%
Reduced · −20K sh
24Ishares TR
RUS 1000 VAL ETF
$11.5M47.4K
1.0%
+2.1%
Added · +987 sh
25Invesco QQQ TR
UNIT SER 1
$11.0M14.9K
1.0%
+1.5%
Added · +227 sh
26Eaton Corp PLC
SHS
$10.7M25.2K
0.9%
+16%
Added · +3K sh
27Select Sector SPDR TR
STATE STREET TEC
$10.6M55.8K
0.9%
−2.4%
Reduced · −1K sh
28Costco Wholesale Corporation
COM
$10.3M11.0K
0.9%
−5.5%
Reduced · −643 sh
29BlackRock Inc
COM
$10.2M10.6K
0.9%
−4.1%
Reduced · −455 sh
30Johnson & Johnson
COM
$10.1M39.7K
0.9%
−3.2%
Reduced · −1K sh
31Meta Platforms Inc
CL A
$9.5M16.8K
0.8%
−2.1%
Reduced · −365 sh
32Bank Of Amer Corp
COM
$9.3M163.6K
0.8%
−1.8%
Reduced · −3K sh
33Thermo Fisher Scientific Inc
COM
$8.7M17.3K
0.8%
−3.3%
Reduced · −586 sh
34Ishares TR
MSCI EAFE ETF
$8.6M83.0K
0.7%
+2.4%
Added · +2K sh
35Fastenal Co
COM
$8.5M177.9K
0.7%
−6.2%
Reduced · −12K sh
36Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$8.4M412.2K
0.7%
+14%
Added · +52K sh
37Cisco Sys Inc
COM
$8.1M69.4K
0.7%
−4.7%
Reduced · −3K sh
38Danaher Corp Del
COM
$7.9M41.2K
0.7%
−4.8%
Reduced · −2K sh
39Alphabet Inc
CAP STK CL C
$7.6M21.4K
0.7%
−3.8%
Reduced · −837 sh
40J P Morgan Exchange Traded F
ULTRA SHRT ETF
$6.8M135.2K
0.6%
+16%
Added · +18K sh
41Vanguard Index FDS
SMALL CP ETF
$6.7M22.0K
0.6%
−16%
Reduced · −4K sh
42Oracle Corp
COM
$6.5M44.4K
0.6%
−4.8%
Reduced · −2K sh
43Procter & Gamble Co
COM
$6.2M42.1K
0.5%
−6.2%
Reduced · −3K sh
44Home Depot Inc
COM
$5.7M16.2K
0.5%
−5.2%
Reduced · −895 sh
45Ishares TR
RUSSELL 2000 ETF
$5.6M18.5K
0.5%
−4.0%
Reduced · −767 sh
46Palo Alto Networks Inc
COM
$5.5M16.1K
0.5%
−2.2%
Reduced · −362 sh
47General Dynamics Corp
COM
$5.1M14.5K
0.4%
−5.2%
Reduced · −799 sh
48Vanguard Intl Equity Index F
ALLWRLD EX US
$5.0M60.1K
0.4%
+17%
Added · +9K sh
49Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$5.0M267.7K
0.4%
+36%
Added · +71K sh
50Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$4.9M252.3K
0.4%
+5.5%
Added · +13K sh
Showing 50 of 698 positions
Build

Ask your agent what Webster Bank, N. A. owns

This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1105837/holdings"
Ask your agent
Use Arkolith to show WEBSTER BANK, N. A.'s latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$1.2B · Q2 2026Q3 2024 · $940.0MQ2 2026 · $1.2B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202620d850$1.2B13F-HR
Q1 2026Mar 31, 2026Apr 17, 202617d842$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 23, 202623d810$1.1B13F-HR
Q3 2025Sep 30, 2025Oct 23, 202523d809$1.0B13F-HR
Q2 2025Jun 30, 2025Jul 8, 20258d824$968.1M13F-HR
Q1 2025Mar 31, 2025Apr 4, 20254d733$909.9M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d741$931.0M13F-HR
Q3 2024Sep 30, 2024Oct 10, 202410d758$940.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.