Algert Global’s Webster Financial WBS Stock Holding History

Algert Global’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	$26.4M	Buy	380,022 +1,548	+0.4%	+$106K	0.4%	26
2025 Q4	$23.8M	Buy	378,474 +18,934	+5%	+$1.12M	0.37%	34
2025 Q3	$21.4M	Buy	359,540 +42,635	+13%	+$2.54M	0.36%	33
2025 Q2	$17.3M	Buy	316,905 +13,823	+5%	+$689K	0.36%	33
2025 Q1	$15.6M	Buy	303,082 +2,630	+0.9%	+$146K	0.39%	17
2024 Q4	$16.6M	Buy	300,452 +126,262	+72%	+$6.94M	0.39%	17
2024 Q3	$8.12M	Buy	174,190 +111,960	+180%	+$5.14M	0.22%	124
2024 Q2	$2.71M	Buy	62,230 +31,630	+103%	+$1.41M	0.09%	366
2024 Q1	$1.55M	Hold	30,600	–	–	0.06%	494
2023 Q4	$1.55M	Hold	30,600	–	–	0.06%	493
2023 Q3	$1.23M	Hold	30,600	–	–	0.06%	519
2023 Q2	$1.16M	Buy	+30,600	New	+$1.13M	0.05%	608
2022 Q1	–	Sell	-8,868	Closed	-$495K	–	1319
2021 Q4	$495K	Hold	8,868	–	–	0.06%	543
2021 Q3	$483K	Buy	+8,868	New	+$441K	0.06%	553
2020 Q4	–	Sell	-7,795	Closed	-$206K	–	505
2020 Q3	$206K	Sell	7,795 -10,153	-57%	-$275K	0.07%	312
2020 Q2	$513K	Buy	+17,948	New	+$476K	0.17%	183

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