AG
WBS

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
Q2 		$28.3M Sell
370,232
-9,790
-3% -$712K 0.34% 33
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Algert Global's WBS Position: Q2 2026 in Review

Algert Global reduced its Webster Financial (WBS) stake by 2.6% in Q2 2026, selling an estimated $712K and leaving 370,232 shares worth $28.3M. The position accounts for 0.34% of the portfolio, ranked #33.

Algert Global first reported a position in WBS in Q2 2020 and has held it in 17 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Algert Global held 370,232 shares of Webster Financial worth $28.3M as of Q2 2026.
  • Algert Global sold 9,790 Webster Financial shares in Q2 2026, an estimated $712K.
  • Webster Financial made up 0.34% of Algert Global's portfolio in Q2 2026, its #33 holding.
  • Algert Global first reported a position in Webster Financial in Q2 2020 and has held it in 17 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.