AIM
WBS

Aigen Investment Management’s Webster Financial WBS Stock Holding History

Aigen Investment Management’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
2025
Q3 		– Sell
-5,418
Closed -$296K – 1116
2025
Q2 		$296K Buy
+5,418
New +$270K 0.04% 535
2024
Q3 		– Sell
-27,632
Closed -$1.2M – 1045
2024
Q2 		$1.2M Buy
+27,632
New +$1.23M 0.23% 112
2023
Q4 		– Sell
-8,484
Closed -$342K – 1119
2023
Q3 		$342K Buy
8,484
+3,058
+56% +$130K 0.06% 480
2023
Q2 		$205K Buy
5,426
+321
+6% +$11.9K 0.03% 613
2023
Q1 		$201K Buy
+5,105
New +$245K 0.03% 527
2022
Q3 		– Sell
-16,237
Closed -$684K – 787
2022
Q2 		$684K Sell
16,237
-1,328
-8% -$64K 0.11% 242
2022
Q1 		$986K Buy
+17,565
New +$1.04M 0.17% 163
2021
Q2 		– Sell
-11,979
Closed -$660K – 758
2021
Q1 		$660K Sell
11,979
-13,227
-52% -$704K 0.09% 242
2020
Q4 		$1.06M Sell
25,206
-24,903
-50% -$899K 0.14% 187
2020
Q3 		$1.32M Sell
50,109
-49,629
-50% -$1.34M 0.17% 192
2020
Q2 		$2.85M Buy
99,738
+4,546
+5% +$120K 0.37% 52
2020
Q1 		$2.18M Buy
95,192
+89,087
+1,459% +$3.62M 0.29% 78
2019
Q4 		$326K Buy
+6,105
New +$294K 0.05% 415

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's WBS Position: Q3 2025 in Review

Aigen Investment Management sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 5,418 shares — an estimated $296K sold.

Aigen Investment Management first reported a position in WBS in Q4 2019 and held it in 13 quarters. The position peaked at $2.85M in Q2 2020. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Aigen Investment Management reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Aigen Investment Management sold 5,418 Webster Financial shares in Q3 2025, an estimated $296K.
  • Aigen Investment Management first reported a position in Webster Financial in Q4 2019 and held it in 13 quarters.
  • Aigen Investment Management's Webster Financial position peaked at $2.85M in Q2 2020.
  • 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.