Advisory Research’s Webster Financial WBS Stock Holding History

Advisory Research’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 Q1	$2.15M	Sell	30,968 -13,882	-31%	-$950K	0.26%	71
2025 Q4	$2.82M	Sell	44,850 -2,682	-6%	-$159K	0.35%	55
2025 Q3	$2.83M	Hold	47,532	–	–	0.37%	58
2025 Q2	$2.6M	Sell	47,532 -4,570	-9%	-$228K	0.4%	58
2025 Q1	$2.69M	Sell	52,102 -260	-0.5%	-$14.5K	0.47%	51
2024 Q4	$2.89M	Hold	52,362	–	–	0.48%	50
2024 Q3	$2.44M	Sell	52,362 -2,243	-4%	-$103K	0.43%	53
2024 Q2	$2.38M	Sell	54,605 -101	-0.2%	-$4.5K	0.45%	53
2024 Q1	$2.78M	Buy	54,706 +1,840	+3%	+$90K	0.55%	45
2023 Q4	$2.68M	Sell	52,866 -5,517	-9%	-$238K	0.41%	60
2023 Q3	$2.35M	Sell	58,383 -275	-0.5%	-$11.7K	0.33%	80
2023 Q2	$2.21M	Buy	58,658 +2,451	+4%	+$90.5K	0.28%	94
2023 Q1	$2.22M	Sell	56,207 -1,074	-2%	-$51.5K	0.36%	74
2022 Q4	$2.71M	Sell	57,281 -2,219	-4%	-$111K	0.26%	63
2022 Q3	$2.69M	Sell	59,500 -554	-0.9%	-$25.6K	0.26%	71
2022 Q2	$2.53M	Sell	60,054 -9,500	-14%	-$458K	0.25%	73
2022 Q1	$3.9M	Buy	+69,554	New	+$4.13M	0.31%	58

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return