AA
WBS

ALPS Advisors’s Webster Financial WBS Stock Holding History

ALPS Advisors’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 		– Sell
-7,493
Closed -$472K – 1152
2025
Q4 		$472K Buy
7,493
+82
+1% +$4.87K ﹤0.01% 777
2025
Q3 		$441K Buy
7,411
+104
+1% +$6.2K ﹤0.01% 835
2025
Q2 		$399K Buy
7,307
+237
+3% +$11.8K ﹤0.01% 761
2025
Q1 		$364K Buy
+7,070
New +$393K ﹤0.01% 699
2024
Q3 		– Sell
-7,080
Closed -$309K – 1143
2024
Q2 		$309K Sell
7,080
-34
-0.5% -$1.51K ﹤0.01% 833
2024
Q1 		$361K Sell
7,114
-541
-7% -$26.5K ﹤0.01% 751
2023
Q4 		$389K Sell
7,655
-436
-5% -$18.8K ﹤0.01% 690
2023
Q3 		$326K Buy
8,091
+711
+10% +$30.2K ﹤0.01% 780
2023
Q2 		$279K Buy
7,380
+50
+0.7% +$1.85K ﹤0.01% 911
2023
Q1 		$289K Buy
+7,330
New +$352K ﹤0.01% 913
2021
Q1 		– Sell
-9,695
Closed -$409K – 971
2020
Q4 		$409K Sell
9,695
-294
-3% -$10.6K ﹤0.01% 538
2020
Q3 		$264K Buy
+9,989
New +$271K ﹤0.01% 675
2020
Q1 		– Sell
-7,233
Closed -$386K – 940
2019
Q4 		$386K Sell
7,233
-315
-4% -$15.2K ﹤0.01% 603
2019
Q3 		$354K Buy
7,548
+643
+9% +$30.4K ﹤0.01% 712
2019
Q2 		$330K Sell
6,905
-364
-5% -$18.1K ﹤0.01% 822
2019
Q1 		$368K Sell
7,269
-266
-4% -$14.4K ﹤0.01% 837
2018
Q4 		$371K Sell
7,535
-302
-4% -$17.2K ﹤0.01% 662
2018
Q3 		$462K Buy
+7,837
New +$510K ﹤0.01% 820
2014
Q1 		– Sell
-19,135
Closed -$581K – 677
2013
Q4 		$581K Buy
19,135
+9,263
+94% +$263K 0.01% 224
2013
Q3 		$252K Buy
+9,872
New +$263K ﹤0.01% 392

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

ALPS Advisors's WBS Position: Q1 2026 in Review

ALPS Advisors sold out of Webster Financial (WBS) in Q1 2026, closing a stake of 7,493 shares — an estimated $472K sold.

ALPS Advisors first reported a position in WBS in Q3 2013 and held it in 20 quarters. The position peaked at $581K in Q4 2013. 540 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

  • ALPS Advisors reported no remaining Webster Financial position as of Q1 2026 after selling out during the quarter.
  • ALPS Advisors sold 7,493 Webster Financial shares in Q1 2026, an estimated $472K.
  • ALPS Advisors first reported a position in Webster Financial in Q3 2013 and held it in 20 quarters.
  • ALPS Advisors's Webster Financial position peaked at $581K in Q4 2013.
  • 540 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.