Sign In
test

Susan Roy

Webster Bank, N. A.

Assets Managed
$1.153B
Holdings
698
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
9.13%(2Q avg: 4.11%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Webster Bank, N. A.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 698 positions.

Assets under management

The assets under management (AUM) of Webster Bank, N. A. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.153B in assets, with a quarterly growth rate of 9.13% and a 2-quarter average growth rate of 4.11%. The portfolio is managed by Susan Roy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.06%
8.62%
$99.269M
132,931 shares@ $746.78 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.15%
8.43%
$97.076M
141,343 shares@ $686.82 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.96%
5.03%
$57.867M
199,983 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.91%
3.86%
$44.492M
124,498 shares@ $357.37 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.27%
3.59%
$41.378M
206,799 shares@ $200.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.05%
2.56%
$29.42M
123,436 shares@ $238.34 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 8.79%
2.42%
$27.882M
281,696 shares@ $98.98 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -4.11%
2.38%
$27.357M
83,576 shares@ $327.33 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 2.81%
2.25%
$25.922M
516,076 shares@ $50.23 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.3%
2.24%
$25.786M
69,129 shares@ $373.02 avg price

1-10 of 698